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NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 401k Plan overview

Plan NameNEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN
Plan identification number 001

NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NEXT STEP IN RESIDENTIAL SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:NEXT STEP IN RESIDENTIAL SERVICES, LLC
Employer identification number (EIN):371474563
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHEILA EZELL TERMAAT2024-10-15
0012022-01-01SHEILA EZELL TERMAAT2023-09-25
0012021-01-01SHEILA EZELL TERMAAT2022-08-02
0012020-01-01SHEILA EZELL TERMAAT2021-09-27
0012019-01-01
0012018-01-01SHEILA EZELL TERMAAT
0012017-01-01SHEILA EZELL TERMAAT
0012016-01-01SHEILA EZELL TERMAAT
0012015-01-01SHEILA EZELL TERMAAT
0012014-01-01SHEILA EZELL TERMAAT
0012013-01-01SHEILA EZELL TERMAAT
0012012-01-01SHEILA EZELL TERMAAT
0012011-01-01SHEILA EZELL TERMAAT JEROLD D RIEGLER2012-05-29
0012010-01-01JEROLD D. RIEGLER
0012009-01-01JEROLD RIEGLER

Plan Statistics for NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN

401k plan membership statisitcs for NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN

Measure Date Value
2019: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01102
Total number of active participants reported on line 7a of the Form 55002019-01-01107
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01108
Number of participants with account balances2019-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01110
Total number of active participants reported on line 7a of the Form 55002018-01-01102
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01102
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01114
Total number of active participants reported on line 7a of the Form 55002017-01-01110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01111
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0192
Total number of active participants reported on line 7a of the Form 55002016-01-01114
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01114
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0184
Total number of active participants reported on line 7a of the Form 55002015-01-0191
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0192
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0184
Total number of active participants reported on line 7a of the Form 55002014-01-0184
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0184
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0159
Total number of active participants reported on line 7a of the Form 55002013-01-0183
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0184
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-0159
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 participants2012-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0159
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0111
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 participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0113
Total number of active participants reported on line 7a of the Form 55002010-01-0112
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0112
Number of participants with account balances2010-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0116
Total number of active participants reported on line 7a of the Form 55002009-01-0113
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 participants2009-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0113
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN

Measure Date Value
2019 : NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$67,329
Expenses. Total of all expenses incurred2019-12-31$1,265
Total plan assets at end of year2019-12-31$258,930
Total plan assets at beginning of year2019-12-31$192,866
Value of fidelity bond covering the plan2019-12-31$25,894
Total contributions received or receivable from participants2019-12-31$24,608
Other income received2019-12-31$42,721
Net income (gross income less expenses)2019-12-31$66,064
Net plan assets at end of year (total assets less liabilities)2019-12-31$258,930
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$192,866
Assets. Value of participant loans2019-12-31$40,342
Value of corrective distributions2019-12-31$1,265
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$15,790
Expenses. Total of all expenses incurred2018-12-31$20,031
Benefits paid (including direct rollovers)2018-12-31$18,728
Total plan assets at end of year2018-12-31$192,866
Total plan assets at beginning of year2018-12-31$197,107
Value of fidelity bond covering the plan2018-12-31$20,000
Total contributions received or receivable from participants2018-12-31$24,369
Other income received2018-12-31$-8,579
Net income (gross income less expenses)2018-12-31$-4,241
Net plan assets at end of year (total assets less liabilities)2018-12-31$192,866
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$197,107
Assets. Value of participant loans2018-12-31$50,835
Total contributions received or receivable from employer(s)2018-12-31$0
Value of corrective distributions2018-12-31$733
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$570
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$49,812
Expenses. Total of all expenses incurred2017-12-31$2,099
Total plan assets at end of year2017-12-31$197,107
Total plan assets at beginning of year2017-12-31$149,394
Value of fidelity bond covering the plan2017-12-31$20,000
Total contributions received or receivable from participants2017-12-31$22,402
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$27,410
Net income (gross income less expenses)2017-12-31$47,713
Net plan assets at end of year (total assets less liabilities)2017-12-31$197,107
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$149,394
Assets. Value of participant loans2017-12-31$16,693
Total contributions received or receivable from employer(s)2017-12-31$0
Value of corrective distributions2017-12-31$1,890
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$209
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$31,860
Expenses. Total of all expenses incurred2016-12-31$18,351
Benefits paid (including direct rollovers)2016-12-31$9,505
Total plan assets at end of year2016-12-31$149,394
Total plan assets at beginning of year2016-12-31$135,885
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$25,036
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$6,824
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$13,509
Net plan assets at end of year (total assets less liabilities)2016-12-31$149,394
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$135,885
Assets. Value of participant loans2016-12-31$23,100
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$8,373
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$473
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$27,912
Expenses. Total of all expenses incurred2015-12-31$8,212
Benefits paid (including direct rollovers)2015-12-31$6,975
Total plan assets at end of year2015-12-31$135,885
Total plan assets at beginning of year2015-12-31$116,185
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$27,333
Other income received2015-12-31$579
Net income (gross income less expenses)2015-12-31$19,700
Net plan assets at end of year (total assets less liabilities)2015-12-31$135,885
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$116,185
Assets. Value of participant loans2015-12-31$29,847
Value of corrective distributions2015-12-31$590
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$647
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$32,112
Expenses. Total of all expenses incurred2014-12-31$12,338
Benefits paid (including direct rollovers)2014-12-31$4,501
Total plan assets at end of year2014-12-31$116,185
Total plan assets at beginning of year2014-12-31$96,411
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$26,425
Other income received2014-12-31$5,687
Net income (gross income less expenses)2014-12-31$19,774
Net plan assets at end of year (total assets less liabilities)2014-12-31$116,185
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$96,411
Assets. Value of participant loans2014-12-31$25,806
Value of certain deemed distributions of participant loans2014-12-31$2,785
Value of corrective distributions2014-12-31$2,570
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,482
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$35,060
Expenses. Total of all expenses incurred2013-12-31$6,298
Benefits paid (including direct rollovers)2013-12-31$3,674
Total plan assets at end of year2013-12-31$96,411
Total plan assets at beginning of year2013-12-31$67,649
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$19,321
Other income received2013-12-31$15,739
Net income (gross income less expenses)2013-12-31$28,762
Net plan assets at end of year (total assets less liabilities)2013-12-31$96,411
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$67,649
Assets. Value of participant loans2013-12-31$1,709
Value of corrective distributions2013-12-31$1,989
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$635
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$20,273
Expenses. Total of all expenses incurred2012-12-31$8,484
Benefits paid (including direct rollovers)2012-12-31$7,546
Total plan assets at end of year2012-12-31$67,649
Total plan assets at beginning of year2012-12-31$55,860
Value of fidelity bond covering the plan2012-12-31$70,000
Total contributions received or receivable from participants2012-12-31$17,894
Expenses. Other expenses not covered elsewhere2012-12-31$938
Other income received2012-12-31$2,379
Net income (gross income less expenses)2012-12-31$11,789
Net plan assets at end of year (total assets less liabilities)2012-12-31$67,649
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$55,860
Assets. Value of participant loans2012-12-31$8,497
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$16,474
Expenses. Total of all expenses incurred2011-12-31$14,886
Benefits paid (including direct rollovers)2011-12-31$13,161
Total plan assets at end of year2011-12-31$55,860
Total plan assets at beginning of year2011-12-31$54,272
Value of fidelity bond covering the plan2011-12-31$5,135
Total contributions received or receivable from participants2011-12-31$18,912
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-2,438
Net income (gross income less expenses)2011-12-31$1,588
Net plan assets at end of year (total assets less liabilities)2011-12-31$55,860
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$54,272
Assets. Value of participant loans2011-12-31$15,177
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,725
2010 : NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$23,618
Expenses. Total of all expenses incurred2010-12-31$15,338
Benefits paid (including direct rollovers)2010-12-31$13,688
Total plan assets at end of year2010-12-31$54,272
Total plan assets at beginning of year2010-12-31$45,992
Value of fidelity bond covering the plan2010-12-31$2,516
Total contributions received or receivable from participants2010-12-31$17,506
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$6,112
Net income (gross income less expenses)2010-12-31$8,280
Net plan assets at end of year (total assets less liabilities)2010-12-31$54,272
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$45,992
Assets. Value of participant loans2010-12-31$3,309
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,650

Form 5500 Responses for NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN

2019: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: NEXT STEP IN RESIDENTIAL SERVICES, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874725
Policy instance 1
Insurance contract or identification number874725
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $449
Total amount of fees paid to insurance companyUSD $85
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 $449
Insurance broker organization code?7
Amount paid for insurance broker fees85
Additional information about fees paid to insurance brokerTPA FEES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874725
Policy instance 1
Insurance contract or identification number874725
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $408
Total amount of fees paid to insurance companyUSD $83
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $408
Insurance broker organization code?7
Amount paid for insurance broker fees83
Additional information about fees paid to insurance brokerTPA FEES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874725
Policy instance 1
Insurance contract or identification number874725
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $377
Total amount of fees paid to insurance companyUSD $71
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $377
Insurance broker organization code?7
Amount paid for insurance broker fees71
Additional information about fees paid to insurance brokerTPA SERVICE PROGRAM FEES
Insurance broker namePPG RETIREMENT PLAN SERVICES LTD
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874725
Policy instance 1
Insurance contract or identification number874725
Number of Individuals Covered8
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $271
Total amount of fees paid to insurance companyUSD $53
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $271
Insurance broker organization code?7
Amount paid for insurance broker fees53
Additional information about fees paid to insurance brokerTPA SERVICE PROGRAM FEES
Insurance broker namePPG RETIREMENT PLAN SERVICES LTD
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874725
Policy instance 1
Insurance contract or identification number874725
Number of Individuals Covered9
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $232
Total amount of fees paid to insurance companyUSD $45
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $232
Insurance broker organization code?7
Amount paid for insurance broker fees45
Additional information about fees paid to insurance brokerTPA SERVICE PROGRAM FEES
Insurance broker namePPG RETIREMENT PLAN SERVICES LTD
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874725
Policy instance 1
Insurance contract or identification number874725
Number of Individuals Covered10
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $248
Total amount of fees paid to insurance companyUSD $50
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $248
Insurance broker organization code?7
Amount paid for insurance broker fees50
Additional information about fees paid to insurance brokerTPA SERVICE PROGRAM FEES
Insurance broker namePPG RETIREMENT PLAN SERVICES LTD
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874725
Policy instance 1
Insurance contract or identification number874725
Number of Individuals Covered11
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $171
Total amount of fees paid to insurance companyUSD $33
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $171
Insurance broker organization code?7
Amount paid for insurance broker fees33
Additional information about fees paid to insurance brokerTPA SERVICE PROGRAM FEES
Insurance broker namePPG RETIREMENT PLAN SERVICES LTD
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874725
Policy instance 1
Insurance contract or identification number874725
Number of Individuals Covered10
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $576
Total amount of fees paid to insurance companyUSD $1,009
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1009
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker organization code?5
Insurance broker namePRIMERICA FINANCIAL SERVICES, INC.
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number942824
Policy instance 1
Insurance contract or identification number942824
Number of Individuals Covered10
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $219
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number942824
Policy instance 1
Insurance contract or identification number942824
Number of Individuals Covered11
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $211
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $211
Insurance broker organization code?4
Insurance broker namePRIMERICA FINANCIAL SERVICES, INC.

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