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COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN 401k Plan overview

Plan NameCOUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN
Plan identification number 001

COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

COUNCIL ON AGING OF MARTIN COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:COUNCIL ON AGING OF MARTIN COUNTY, INC.
Employer identification number (EIN):521007762
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about COUNCIL ON AGING OF MARTIN COUNTY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1974-04-11
Company Identification Number: 729335
Legal Registered Office Address: 900 SE SALERNO ROAD

STUART

34997

More information about COUNCIL ON AGING OF MARTIN COUNTY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-07-01KAREN RIPPER KAREN RIPPER2016-09-01
0012014-07-01KAREN RIPPER KAREN RIPPER2016-04-14
0012013-07-01KAREN RIPPER KAREN RIPPER2015-08-18
0012012-07-01BARBARA KAUFFMAN BARBARA KAUFFMAN2014-03-27
0012011-07-01BARBARA KAUFFMAN BARBARA KAUFFMAN2012-12-28
0012010-07-01BARBARA KAUFFMAN BARBARA KAUFFMAN2011-12-09
0012009-07-01BARBARA KAUFFMAN BARBARA KAUFFMAN2010-11-09

Plan Statistics for COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN

401k plan membership statisitcs for COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN

Measure Date Value
2015: COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01112
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-010
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01112
Total number of active participants reported on line 7a of the Form 55002014-07-01102
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0110
Total of all active and inactive participants2014-07-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01112
Number of participants with account balances2014-07-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01118
Total number of active participants reported on line 7a of the Form 55002013-07-01121
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0110
Total of all active and inactive participants2013-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01131
Number of participants with account balances2013-07-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0181
Total number of active participants reported on line 7a of the Form 55002012-07-0181
Number of retired or separated participants receiving benefits2012-07-012
Number of other retired or separated participants entitled to future benefits2012-07-0132
Total of all active and inactive participants2012-07-01115
Total participants2012-07-01115
Number of participants with account balances2012-07-0141
2011: COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0154
Total number of active participants reported on line 7a of the Form 55002011-07-0143
Number of retired or separated participants receiving benefits2011-07-012
Number of other retired or separated participants entitled to future benefits2011-07-0136
Total of all active and inactive participants2011-07-0181
Total participants2011-07-0181
Number of participants with account balances2011-07-0145
2010: COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0158
Total number of active participants reported on line 7a of the Form 55002010-07-0112
Number of retired or separated participants receiving benefits2010-07-011
Number of other retired or separated participants entitled to future benefits2010-07-0141
Total of all active and inactive participants2010-07-0154
Total participants2010-07-0154
Number of participants with account balances2010-07-0152
2009: COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0163
Total number of active participants reported on line 7a of the Form 55002009-07-0117
Number of retired or separated participants receiving benefits2009-07-012
Number of other retired or separated participants entitled to future benefits2009-07-0140
Total of all active and inactive participants2009-07-0159
Total participants2009-07-0159
Number of participants with account balances2009-07-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN

Measure Date Value
2015 : COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-1,431
Expenses. Total of all expenses incurred2015-12-31$292,830
Benefits paid (including direct rollovers)2015-12-31$292,804
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$294,261
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$99
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-1,530
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-294,261
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$294,261
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$26
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Transfers to/from the plan2015-06-30$0
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$-317
Expenses. Total of all expenses incurred2015-06-30$60,850
Benefits paid (including direct rollovers)2015-06-30$58,879
Total plan assets at end of year2015-06-30$294,261
Total plan assets at beginning of year2015-06-30$355,428
Value of fidelity bond covering the plan2015-06-30$100,000
Total contributions received or receivable from participants2015-06-30$1,973
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$-2,290
Noncash contributions received2015-06-30$0
Net income (gross income less expenses)2015-06-30$-61,167
Net plan assets at end of year (total assets less liabilities)2015-06-30$294,261
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$355,428
Total contributions received or receivable from employer(s)2015-06-30$0
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$1,971
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-06-30$0
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$55,464
Expenses. Total of all expenses incurred2014-06-30$67,257
Benefits paid (including direct rollovers)2014-06-30$66,967
Total plan assets at end of year2014-06-30$355,428
Total plan assets at beginning of year2014-06-30$367,221
Value of fidelity bond covering the plan2014-06-30$100,000
Total contributions received or receivable from participants2014-06-30$2,813
Expenses. Other expenses not covered elsewhere2014-06-30$0
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$52,651
Noncash contributions received2014-06-30$0
Net income (gross income less expenses)2014-06-30$-11,793
Net plan assets at end of year (total assets less liabilities)2014-06-30$355,428
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$367,221
Total contributions received or receivable from employer(s)2014-06-30$0
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$290
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-06-30$36,053
Expenses. Total of all expenses incurred2013-06-30$27,587
Benefits paid (including direct rollovers)2013-06-30$27,227
Total plan assets at end of year2013-06-30$367,221
Total plan assets at beginning of year2013-06-30$358,755
Value of fidelity bond covering the plan2013-06-30$100,000
Total contributions received or receivable from participants2013-06-30$4,067
Other income received2013-06-30$31,986
Net income (gross income less expenses)2013-06-30$8,466
Net plan assets at end of year (total assets less liabilities)2013-06-30$367,221
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$358,755
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$360
2012 : COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-06-30$19,404
Total income from all sources2012-06-30$11,806
Expenses. Total of all expenses incurred2012-06-30$93,790
Benefits paid (including direct rollovers)2012-06-30$93,108
Total plan assets at end of year2012-06-30$358,755
Total plan assets at beginning of year2012-06-30$421,335
Value of fidelity bond covering the plan2012-06-30$100,000
Total contributions received or receivable from participants2012-06-30$7,762
Other income received2012-06-30$4,044
Net income (gross income less expenses)2012-06-30$-81,984
Net plan assets at end of year (total assets less liabilities)2012-06-30$358,755
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$421,335
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$682
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-06-30$70,643
Expenses. Total of all expenses incurred2011-06-30$29,191
Benefits paid (including direct rollovers)2011-06-30$28,584
Total plan assets at end of year2011-06-30$421,335
Total plan assets at beginning of year2011-06-30$379,883
Value of fidelity bond covering the plan2011-06-30$100,000
Total contributions received or receivable from participants2011-06-30$11,152
Other income received2011-06-30$59,491
Net income (gross income less expenses)2011-06-30$41,452
Net plan assets at end of year (total assets less liabilities)2011-06-30$421,335
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$379,883
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$607
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT 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 COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN

2015: COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT 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 filingYes
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
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: COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT 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: COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
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: COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
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: COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: COUNCIL ON AGING OF MARTIN COUNTY, INC., RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51357
Policy instance 1
Insurance contract or identification number51357
Number of Individuals Covered0
Insurance policy start date2015-07-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Insurance broker organization code?3
Insurance broker nameRODNEY J. VAN BUREN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51357
Policy instance 1
Insurance contract or identification number51357
Number of Individuals Covered16
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $35
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $18
Insurance broker organization code?3
Insurance broker nameRODNEY J. VAN BUREN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51357
Policy instance 1
Insurance contract or identification number51357
Number of Individuals Covered18
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $57
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $57
Insurance broker organization code?3
Insurance broker nameJAMES I. MCCUDDEN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51357
Policy instance 1
Insurance contract or identification number51357
Number of Individuals Covered41
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $57
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57
Insurance broker organization code?3
Insurance broker nameMC CUDDEN, JAMES I
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51357
Policy instance 1
Insurance contract or identification number51357
Number of Individuals Covered45
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $115
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number51357
Policy instance 1
Insurance contract or identification number51357
Number of Individuals Covered52
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $196
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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