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ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN
Plan identification number 001

ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:ARC OF WASHINGTON COUNTY, INC.
Employer identification number (EIN):520696197
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01MICHAEL KIPE
0012016-07-01MICHAEL KIPE
0012015-07-01SHARON E BLICKENSTAFF
0012014-07-01SHARON BLICKENSTAFF SHARON BLICKENSTAFF2016-04-13
0012013-07-01SHARON BLICKENSTAFF SHARON BLICKENSTAFF2015-03-13
0012012-07-01SHARON BLICKENSTAFF
0012011-07-01SHARON BLICKENSTAFF SHARON BLICKENSTAFF2013-04-12
0012009-07-01SHARON BLICKENSTAFF SHARON BLICKENSTAFF2011-04-12

Plan Statistics for ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01809
Total number of active participants reported on line 7a of the Form 55002022-07-01959
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0137
Total of all active and inactive participants2022-07-01996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-011
Total participants2022-07-01997
Number of participants with account balances2022-07-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-017
2021: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01625
Total number of active participants reported on line 7a of the Form 55002021-07-01752
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0137
Total of all active and inactive participants2021-07-01789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01790
Number of participants with account balances2021-07-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-015
2020: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01614
Total number of active participants reported on line 7a of the Form 55002020-07-01594
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0131
Total of all active and inactive participants2020-07-01625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01625
Number of participants with account balances2020-07-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-017
2019: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01630
Total number of active participants reported on line 7a of the Form 55002019-07-01592
Number of retired or separated participants receiving benefits2019-07-017
Number of other retired or separated participants entitled to future benefits2019-07-0150
Total of all active and inactive participants2019-07-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01649
Number of participants with account balances2019-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-016
2018: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01614
Total number of active participants reported on line 7a of the Form 55002018-07-01568
Number of retired or separated participants receiving benefits2018-07-016
Number of other retired or separated participants entitled to future benefits2018-07-0148
Total of all active and inactive participants2018-07-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01622
Number of participants with account balances2018-07-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-016
2017: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01634
Total number of active participants reported on line 7a of the Form 55002017-07-01569
Number of retired or separated participants receiving benefits2017-07-016
Number of other retired or separated participants entitled to future benefits2017-07-0142
Total of all active and inactive participants2017-07-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01617
Number of participants with account balances2017-07-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-013
2016: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01608
Total number of active participants reported on line 7a of the Form 55002016-07-01573
Number of retired or separated participants receiving benefits2016-07-019
Number of other retired or separated participants entitled to future benefits2016-07-0145
Total of all active and inactive participants2016-07-01627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01627
Number of participants with account balances2016-07-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-013
2015: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01485
Total number of active participants reported on line 7a of the Form 55002015-07-01536
Number of retired or separated participants receiving benefits2015-07-015
Number of other retired or separated participants entitled to future benefits2015-07-0151
Total of all active and inactive participants2015-07-01592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01592
Number of participants with account balances2015-07-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-012
2014: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01679
Total number of active participants reported on line 7a of the Form 55002014-07-01487
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0160
Total of all active and inactive participants2014-07-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-014
Total participants2014-07-01551
Number of participants with account balances2014-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01670
Total number of active participants reported on line 7a of the Form 55002013-07-01610
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0154
Total of all active and inactive participants2013-07-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-014
Total participants2013-07-01668
Number of participants with account balances2013-07-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-016
2012: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01259
Total number of active participants reported on line 7a of the Form 55002012-07-01192
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0151
Total of all active and inactive participants2012-07-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-013
Total participants2012-07-01246
Number of participants with account balances2012-07-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-019
2011: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01259
Total number of active participants reported on line 7a of the Form 55002011-07-01214
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0145
Total of all active and inactive participants2011-07-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-013
Total participants2011-07-01262
Number of participants with account balances2011-07-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0113
2009: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01653
Total number of active participants reported on line 7a of the Form 55002009-07-01609
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0120
Total of all active and inactive participants2009-07-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01629
Number of participants with account balances2009-07-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-01111

Financial Data on ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN

Measure Date Value
2023 : ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$1,291,769
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$520,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$472,794
Expenses. Certain deemed distributions of participant loans2023-06-30$8,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$631,797
Value of total assets at end of year2023-06-30$7,306,160
Value of total assets at beginning of year2023-06-30$6,535,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$39,106
Total interest from all sources2023-06-30$15,670
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$117,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$117,497
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$396,152
Participant contributions at end of year2023-06-30$200,641
Participant contributions at beginning of year2023-06-30$189,366
Participant contributions at end of year2023-06-30$16,219
Participant contributions at beginning of year2023-06-30$15,054
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$24,391
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-06-30$10,069
Other income not declared elsewhere2023-06-30$143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$770,915
Value of net assets at end of year (total assets less liabilities)2023-06-30$7,306,160
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$6,535,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$6,690,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$6,057,470
Interest on participant loans2023-06-30$9,138
Interest earned on other investments2023-06-30$6,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$394,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$271,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$526,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$211,254
Employer contributions (assets) at end of year2023-06-30$4,467
Employer contributions (assets) at beginning of year2023-06-30$1,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$462,725
Contract administrator fees2023-06-30$39,106
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30SMITH ELLIOTT KEARNS & CO LLC
Accountancy firm EIN2023-06-30520783935
2022 : ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-227,409
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$748,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$717,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$645,622
Value of total assets at end of year2022-06-30$6,535,245
Value of total assets at beginning of year2022-06-30$7,511,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$30,977
Total interest from all sources2022-06-30$12,197
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$93,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$93,861
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$421,890
Participant contributions at end of year2022-06-30$189,366
Participant contributions at beginning of year2022-06-30$152,363
Participant contributions at end of year2022-06-30$15,054
Participant contributions at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$5,454
Other income not declared elsewhere2022-06-30$161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-975,867
Value of net assets at end of year (total assets less liabilities)2022-06-30$6,535,245
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$7,511,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$6,057,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$7,096,074
Interest on participant loans2022-06-30$7,766
Interest earned on other investments2022-06-30$4,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$271,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$262,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-979,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$218,278
Employer contributions (assets) at end of year2022-06-30$1,951
Employer contributions (assets) at beginning of year2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$717,481
Contract administrator fees2022-06-30$30,977
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30SMITH ELLIOTT KEARNS & CO LLC
Accountancy firm EIN2022-06-30520783935
2021 : ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$0
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,313,599
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$972,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$911,092
Expenses. Certain deemed distributions of participant loans2021-06-30$11,844
Value of total corrective distributions2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$758,685
Value of total assets at end of year2021-06-30$7,511,112
Value of total assets at beginning of year2021-06-30$6,169,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$49,207
Total income from rents2021-06-30$0
Total interest from all sources2021-06-30$12,742
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$105,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$105,303
Administrative expenses professional fees incurred2021-06-30$0
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$394,772
Participant contributions at end of year2021-06-30$152,363
Participant contributions at beginning of year2021-06-30$176,735
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$145,272
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Income. Non cash contributions2021-06-30$0
Value of net income/loss2021-06-30$1,341,456
Value of net assets at end of year (total assets less liabilities)2021-06-30$7,511,112
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$6,169,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$7,096,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$5,502,276
Interest on participant loans2021-06-30$9,744
Income. Interest from loans (other than to participants)2021-06-30$0
Interest earned on other investments2021-06-30$2,998
Income. Interest from US Government securities2021-06-30$0
Income. Interest from corporate debt instruments2021-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$262,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$490,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,436,869
Net investment gain/loss from pooled separate accounts2021-06-30$0
Net investment gain or loss from common/collective trusts2021-06-30$0
Net gain/loss from 103.12 investment entities2021-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$218,641
Income. Dividends from preferred stock2021-06-30$0
Income. Dividends from common stock2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$911,092
Contract administrator fees2021-06-30$49,207
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$0
Aggregate carrying amount (costs) on sale of assets2021-06-30$0
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30SMITH ELLIOT KEARNS & CO LLC
Accountancy firm EIN2021-06-30520783935
2020 : ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$885,671
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$478,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$410,417
Expenses. Certain deemed distributions of participant loans2020-06-30$7,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$568,696
Value of total assets at end of year2020-06-30$6,169,656
Value of total assets at beginning of year2020-06-30$5,762,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$59,927
Total interest from all sources2020-06-30$10,547
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$220,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$220,926
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$345,520
Participant contributions at end of year2020-06-30$176,735
Participant contributions at beginning of year2020-06-30$181,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$407,475
Value of net assets at end of year (total assets less liabilities)2020-06-30$6,169,656
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$5,762,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$5,502,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$4,693,599
Interest on participant loans2020-06-30$10,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$490,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$887,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$85,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$223,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$410,417
Contract administrator fees2020-06-30$59,927
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SMITH ELLIOTT KEARNS & CO., LLC
Accountancy firm EIN2020-06-30520783935
2019 : ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$808,235
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$269,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$209,267
Expenses. Certain deemed distributions of participant loans2019-06-30$3,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$473,408
Value of total assets at end of year2019-06-30$5,762,181
Value of total assets at beginning of year2019-06-30$5,223,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$56,878
Total interest from all sources2019-06-30$9,744
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$175,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$175,340
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$307,386
Participant contributions at end of year2019-06-30$181,030
Participant contributions at beginning of year2019-06-30$174,442
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$10,158
Administrative expenses (other) incurred2019-06-30$2,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$539,064
Value of net assets at end of year (total assets less liabilities)2019-06-30$5,762,181
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$5,223,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$4,693,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$4,214,756
Interest on participant loans2019-06-30$9,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$887,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$833,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$149,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$155,864
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$209,267
Contract administrator fees2019-06-30$54,444
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30SMITH ELLIOTT KEARNS & CO., LLC
Accountancy firm EIN2019-06-30520783935
2018 : ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$984,492
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$537,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$478,575
Expenses. Certain deemed distributions of participant loans2018-06-30$12,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$603,457
Value of total assets at end of year2018-06-30$5,223,117
Value of total assets at beginning of year2018-06-30$4,776,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$46,067
Total interest from all sources2018-06-30$7,574
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$139,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$139,544
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$477,602
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$283,423
Participant contributions at end of year2018-06-30$174,442
Participant contributions at beginning of year2018-06-30$163,828
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$165,490
Other income not declared elsewhere2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$447,098
Value of net assets at end of year (total assets less liabilities)2018-06-30$5,223,117
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,776,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$23,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$4,214,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,775,306
Interest on participant loans2018-06-30$7,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$833,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$836,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$233,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$154,544
Employer contributions (assets) at end of year2018-06-30$340
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$478,575
Contract administrator fees2018-06-30$22,274
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30SMITH ELLIOTT KEARNS & CO., LLC
Accountancy firm EIN2018-06-30520783935
2017 : ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$945,251
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$491,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$442,163
Expenses. Certain deemed distributions of participant loans2017-06-30$3,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$416,730
Value of total assets at end of year2017-06-30$4,776,019
Value of total assets at beginning of year2017-06-30$4,321,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$45,778
Total interest from all sources2017-06-30$6,846
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$79,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$79,598
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$245,102
Participant contributions at end of year2017-06-30$163,828
Participant contributions at beginning of year2017-06-30$153,836
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$20,467
Other income not declared elsewhere2017-06-30$1,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$454,226
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,776,019
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,321,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$13,861
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,775,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,400,193
Interest on participant loans2017-06-30$6,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$3,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$3,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$836,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$764,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$440,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$151,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$442,163
Contract administrator fees2017-06-30$31,917
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SMITH ELLIOTT KEARNS & CO., LLC
Accountancy firm EIN2017-06-30520783935
2016 : ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$528,271
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,474,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,424,188
Expenses. Certain deemed distributions of participant loans2016-06-30$12,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$430,386
Value of total assets at end of year2016-06-30$4,321,793
Value of total assets at beginning of year2016-06-30$5,268,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$38,020
Total interest from all sources2016-06-30$14,025
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$83,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$83,140
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$245,027
Participant contributions at end of year2016-06-30$153,836
Participant contributions at beginning of year2016-06-30$210,777
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$24,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-946,279
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,321,793
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,268,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$17,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$3,400,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,500,008
Interest on participant loans2016-06-30$8,954
Interest earned on other investments2016-06-30$5,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$3,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$764,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,557,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$160,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,424,188
Contract administrator fees2016-06-30$20,779
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SMITH ELLIOTT KEARNS & CO., LLC
Accountancy firm EIN2016-06-30520783935
2015 : ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$530,602
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$798,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$774,793
Expenses. Certain deemed distributions of participant loans2015-06-30$21,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$417,302
Value of total assets at end of year2015-06-30$5,268,072
Value of total assets at beginning of year2015-06-30$5,536,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$2,732
Total interest from all sources2015-06-30$57,501
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$276,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$276,934
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$553,639
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$264,101
Participant contributions at end of year2015-06-30$210,777
Participant contributions at beginning of year2015-06-30$183,075
Administrative expenses (other) incurred2015-06-30$2,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-268,320
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,268,072
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,536,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,500,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,801,050
Interest on participant loans2015-06-30$10,507
Interest earned on other investments2015-06-30$46,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,557,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,552,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-221,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$153,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$774,793
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2015-06-30520783935
2014 : ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,038,293
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$592,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$589,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$431,190
Value of total assets at end of year2014-06-30$5,536,392
Value of total assets at beginning of year2014-06-30$5,090,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$3,025
Total interest from all sources2014-06-30$55,303
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$453,800
If this is an individual account plan, was there a blackout period2014-06-30No
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$0
Amount contributed by the employer to the plan for this plan year2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$271,149
Participant contributions at end of year2014-06-30$183,075
Participant contributions at beginning of year2014-06-30$163,996
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$15,106
Administrative expenses (other) incurred2014-06-30$3,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$446,115
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,536,392
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,090,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,801,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,315,865
Interest on participant loans2014-06-30$9,390
Interest earned on other investments2014-06-30$45,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,552,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,610,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$551,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$144,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$589,153
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SMITH ELLIOTT KEARNS & CO., LLC
Accountancy firm EIN2014-06-30520783935
2013 : ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$150
Total income from all sources (including contributions)2013-06-30$936,758
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$384,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$381,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$516,692
Value of total assets at end of year2013-06-30$5,090,277
Value of total assets at beginning of year2013-06-30$4,538,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$2,487
Total interest from all sources2013-06-30$53,736
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$453,800
If this is an individual account plan, was there a blackout period2013-06-30No
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$313,253
Participant contributions at end of year2013-06-30$163,996
Participant contributions at beginning of year2013-06-30$130,838
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$16,024
Administrative expenses (other) incurred2013-06-30$2,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$552,277
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,090,277
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,538,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,315,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,912,343
Interest on participant loans2013-06-30$7,616
Interest earned on other investments2013-06-30$46,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,610,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,494,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$366,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$187,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$381,994
Liabilities. Value of benefit claims payable at end of year2013-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$150
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30SMITH ELLIOTT KEARNS & CO., LLC
Accountancy firm EIN2013-06-30520783935
2012 : ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$150
Total income from all sources (including contributions)2012-06-30$514,767
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$414,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$412,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$501,929
Value of total assets at end of year2012-06-30$4,538,150
Value of total assets at beginning of year2012-06-30$4,438,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,007
Total interest from all sources2012-06-30$50,405
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$50,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$50,295
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$443,790
If this is an individual account plan, was there a blackout period2012-06-30No
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$0
Amount contributed by the employer to the plan for this plan year2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$303,446
Participant contributions at end of year2012-06-30$130,838
Participant contributions at beginning of year2012-06-30$148,082
Administrative expenses (other) incurred2012-06-30$2,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$100,098
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,538,000
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,437,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,912,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,896,540
Interest on participant loans2012-06-30$7,314
Interest earned on other investments2012-06-30$43,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,494,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,393,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-87,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$198,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$412,662
Liabilities. Value of benefit claims payable at end of year2012-06-30$150
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$150
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MULLEN, SONDBERG, WIMBISH & STONE,
Accountancy firm EIN2012-06-30521197902
2011 : ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,614
Total income from all sources (including contributions)2011-06-30$1,171,565
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$536,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$524,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$531,053
Value of total assets at end of year2011-06-30$4,438,052
Value of total assets at beginning of year2011-06-30$3,803,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$11,644
Total interest from all sources2011-06-30$49,916
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$40,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$40,337
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$380,238
If this is an individual account plan, was there a blackout period2011-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$308,954
Participant contributions at end of year2011-06-30$148,082
Participant contributions at beginning of year2011-06-30$157,341
Participant contributions at beginning of year2011-06-30$12,133
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$12,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Administrative expenses (other) incurred2011-06-30$11,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$635,519
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,437,902
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,802,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,896,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,228,967
Interest on participant loans2011-06-30$7,607
Interest earned on other investments2011-06-30$42,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,393,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,401,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$550,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$210,066
Employer contributions (assets) at beginning of year2011-06-30$3,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$524,402
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30Yes
Liabilities. Value of benefit claims payable at end of year2011-06-30$150
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$1,614
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MULLEN, SONDBERG,WIMBISH & STONE PA
Accountancy firm EIN2011-06-30521197902
2010 : ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN

2022: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered997
Insurance policy start date2022-10-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $183
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 $0
Amount paid for insurance broker fees183
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered790
Insurance policy start date2021-10-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $151
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 $0
Amount paid for insurance broker fees151
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered625
Insurance policy start date2020-10-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $63
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 $0
Amount paid for insurance broker fees63
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809861A
Policy instance 1
Insurance contract or identification number809861A
Number of Individuals Covered21
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809861A
Policy instance 1
Insurance contract or identification number809861A
Number of Individuals Covered209
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809861A
Policy instance 1
Insurance contract or identification number809861A
Number of Individuals Covered213
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809861A
Policy instance 2
Insurance contract or identification number809861A
Number of Individuals Covered199
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751682
Policy instance 1
Insurance contract or identification numberGA-751682
Number of Individuals Covered0
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $4
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?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 $4
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751682
Policy instance 1
Insurance contract or identification numberGA-751682
Number of Individuals Covered215
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $13,142
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?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 $13,142
Insurance broker organization code?3
Insurance broker nameCOMMONWEALTH FINANICAL NETWORK
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751682
Policy instance 1
Insurance contract or identification numberGA-751682
Number of Individuals Covered222
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $10,301
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 $10,301
Insurance broker organization code?3
Insurance broker nameCOMMONWEALTH FINANCIAL NETWORK
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751682
Policy instance 1
Insurance contract or identification numberGA-751682
Number of Individuals Covered236
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $12,665
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 $6,659
Insurance broker organization code?3
Insurance broker nameCOMMONWEALTH FINANCIAL NETWORK
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751682
Policy instance 1
Insurance contract or identification numberGA-751682
Number of Individuals Covered250
Insurance policy start date2011-10-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $11,748
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

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