401k Plan data: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN plan

THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN
Plan identification number	001

THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE ARC OF SOUTHERN MARYLAND, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE ARC OF SOUTHERN MARYLAND, INC.

Employer identification number (EIN): 521062351

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 ANGEL GERALD 2024-03-26
001 2021-07-01 ANGEL GERALD 2023-04-13
001 2020-07-01 ANGEL GERALD 2022-04-14
001 2019-07-01 ANGEL GERALD 2021-04-12
001 2018-07-01 ANGEL GERALD 2020-07-02
001 2018-07-01 ANGEL GERALD 2020-07-02
001 2017-07-01 ANGEL GERALD 2019-04-14
001 2017-07-01 ANGEL GERALD 2020-01-17
001 2017-07-01 ANGEL GERALD 2019-05-22
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01 ANGEL WRIGHT
001 2012-07-01 ANGEL WRIGHT
001 2011-07-01 KRISTINA MOORE
001 2009-07-01 DIANE QUILTER, QKA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-07-01	ANGEL GERALD	2024-03-26
001	2021-07-01	ANGEL GERALD	2023-04-13
001	2020-07-01	ANGEL GERALD	2022-04-14
001	2019-07-01	ANGEL GERALD	2021-04-12
001	2018-07-01	ANGEL GERALD	2020-07-02
001	2018-07-01	ANGEL GERALD	2020-07-02
001	2017-07-01	ANGEL GERALD	2019-04-14
001	2017-07-01	ANGEL GERALD	2020-01-17
001	2017-07-01	ANGEL GERALD	2019-05-22
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01	ANGEL WRIGHT
001	2012-07-01	ANGEL WRIGHT
001	2011-07-01	KRISTINA MOORE
001	2009-07-01	DIANE QUILTER, QKA

Plan Statistics for THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN

Measure Date Value
2022: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 346
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 390
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 18
Total of all active and inactive participants 2022-07-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 408
Number of participants with account balances 2022-07-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 2
2021: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 354
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 334
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 23
Total of all active and inactive participants 2021-07-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 357
Number of participants with account balances 2021-07-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 3
2020: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 380
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 357
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 17
Total of all active and inactive participants 2020-07-01 374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 374
Number of participants with account balances 2020-07-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 3
2019: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 394
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 386
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 15
Total of all active and inactive participants 2019-07-01 401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 401
Number of participants with account balances 2019-07-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 3
2018: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 371
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 388
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 15
Total of all active and inactive participants 2018-07-01 403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 403
Number of participants with account balances 2018-07-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 343
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 352
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 13
Total of all active and inactive participants 2017-07-01 365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 365
Number of participants with account balances 2017-07-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 1
2016: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 382
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 408
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 15
Total of all active and inactive participants 2016-07-01 423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 423
Number of participants with account balances 2016-07-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 359
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 372
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 10
Total of all active and inactive participants 2015-07-01 382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 382
Number of participants with account balances 2015-07-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 349
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 349
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 10
Total of all active and inactive participants 2014-07-01 359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 359
Number of participants with account balances 2014-07-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 356
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 338
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 11
Total of all active and inactive participants 2013-07-01 349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 349
Number of participants with account balances 2013-07-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 384
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 356
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 9
Total of all active and inactive participants 2012-07-01 365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 365
Number of participants with account balances 2012-07-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 357
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 348
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 36
Total of all active and inactive participants 2011-07-01 384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 384
Number of participants with account balances 2011-07-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 385
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 332
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 37
Total of all active and inactive participants 2009-07-01 369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 369
Number of participants with account balances 2009-07-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	346
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	390
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	18
Total of all active and inactive participants	2022-07-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	408
Number of participants with account balances	2022-07-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	2
2021: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	354
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	334
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	23
Total of all active and inactive participants	2021-07-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	357
Number of participants with account balances	2021-07-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	3
2020: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	380
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	357
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	17
Total of all active and inactive participants	2020-07-01	374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	374
Number of participants with account balances	2020-07-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	3
2019: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	394
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	386
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	15
Total of all active and inactive participants	2019-07-01	401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	401
Number of participants with account balances	2019-07-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	3
2018: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	371
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	388
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	15
Total of all active and inactive participants	2018-07-01	403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	403
Number of participants with account balances	2018-07-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	343
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	352
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	13
Total of all active and inactive participants	2017-07-01	365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	365
Number of participants with account balances	2017-07-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	1
2016: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	382
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	408
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	15
Total of all active and inactive participants	2016-07-01	423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	423
Number of participants with account balances	2016-07-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	359
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	372
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	10
Total of all active and inactive participants	2015-07-01	382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	382
Number of participants with account balances	2015-07-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	349
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	349
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	10
Total of all active and inactive participants	2014-07-01	359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	359
Number of participants with account balances	2014-07-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	356
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	338
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	11
Total of all active and inactive participants	2013-07-01	349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	349
Number of participants with account balances	2013-07-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	384
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	356
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	9
Total of all active and inactive participants	2012-07-01	365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	365
Number of participants with account balances	2012-07-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	357
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	348
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	36
Total of all active and inactive participants	2011-07-01	384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	384
Number of participants with account balances	2011-07-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	385
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	332
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	37
Total of all active and inactive participants	2009-07-01	369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	369
Number of participants with account balances	2009-07-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN

Measure	Date	Value
2023 : THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$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	$715,227
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$356,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$353,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$395,877
Value of total assets at end of year	2023-06-30	$3,910,612
Value of total assets at beginning of year	2023-06-30	$3,551,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$2,652
Total interest from all sources	2023-06-30	$8,642
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$37,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$37,831
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$400,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$328,255
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$358,707
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$3,910,612
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$3,551,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$3,244,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$2,713,235
Value of interest in pooled separate accounts at end of year	2023-06-30	$51,527
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$43,839
Interest earned on other investments	2023-06-30	$8,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$611,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$764,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$272,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$67,058
Employer contributions (assets) at end of year	2023-06-30	$2,896
Employer contributions (assets) at beginning of year	2023-06-30	$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$353,868
Contract administrator fees	2023-06-30	$2,652
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	MULLEN, SONDBERG, WIMBISH & STONE
Accountancy firm EIN	2023-06-30	521197902
2022 : THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$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	$-104,694
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$328,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$326,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$399,206
Value of total assets at end of year	2022-06-30	$3,551,905
Value of total assets at beginning of year	2022-06-30	$3,985,548
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$2,413
Total interest from all sources	2022-06-30	$8,340
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$50,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$50,702
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$350,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$306,966
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$29,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-433,643
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$3,551,905
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$3,985,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$2,713,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$3,239,301
Value of interest in pooled separate accounts at end of year	2022-06-30	$43,839
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$53,367
Interest earned on other investments	2022-06-30	$8,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$764,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$692,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-562,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$62,564
Employer contributions (assets) at end of year	2022-06-30	$30,000
Employer contributions (assets) at beginning of year	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$326,536
Contract administrator fees	2022-06-30	$2,413
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	MULLEN, SONDBERG, WIMBISH & STONE
Accountancy firm EIN	2022-06-30	521197902
2021 : THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$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	$1,090,384
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$146,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$144,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$347,238
Value of total assets at end of year	2021-06-30	$3,985,548
Value of total assets at beginning of year	2021-06-30	$3,041,171
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$1,851
Total interest from all sources	2021-06-30	$9,879
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$26,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$26,895
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$350,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$280,509
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$5,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$944,377
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$3,985,548
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$3,041,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$3,239,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$2,309,483
Value of interest in pooled separate accounts at end of year	2021-06-30	$53,367
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$38,251
Interest earned on other investments	2021-06-30	$9,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$692,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$693,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$706,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$61,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$144,156
Contract administrator fees	2021-06-30	$1,851
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	MULLEN, SONDBERG, WIMBISH & STONE
Accountancy firm EIN	2021-06-30	521197902
2020 : THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$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	$366,925
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$201,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$199,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$311,787
Value of total assets at end of year	2020-06-30	$3,041,171
Value of total assets at beginning of year	2020-06-30	$2,875,733
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$1,735
Total interest from all sources	2020-06-30	$12,110
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$29,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$29,543
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$350,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$247,017
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$3,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$165,438
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$3,041,171
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$2,875,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$2,309,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$2,097,033
Value of interest in pooled separate accounts at end of year	2020-06-30	$38,251
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$47,311
Interest earned on other investments	2020-06-30	$12,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$693,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$731,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$13,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$61,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$199,752
Contract administrator fees	2020-06-30	$1,735
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MULLEN, SONDBERG, WIMBISH & STONE
Accountancy firm EIN	2020-06-30	521197902
2019 : THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$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	$450,865
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$202,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$201,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$322,903
Value of total assets at end of year	2019-06-30	$2,875,733
Value of total assets at beginning of year	2019-06-30	$2,627,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$1,368
Total interest from all sources	2019-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$164,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$164,414
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$350,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$211,488
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$49,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$247,898
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$2,875,733
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$2,627,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$2,097,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$1,819,967
Value of interest in pooled separate accounts at end of year	2019-06-30	$47,311
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$44,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$731,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$763,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$-36,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$62,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$201,599
Contract administrator fees	2019-06-30	$1,368
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	No
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MULLEN, SONDBERG, WIMBISH & STONE
Accountancy firm EIN	2019-06-30	521197902
2018 : THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$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	$445,589
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$198,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$196,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$301,950
Value of total assets at end of year	2018-06-30	$2,627,835
Value of total assets at beginning of year	2018-06-30	$2,380,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,750
Total interest from all sources	2018-06-30	$24
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$98,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$98,105
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$350,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$210,266
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$2,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$247,182
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$2,627,835
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$2,380,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$1,819,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$1,507,174
Value of interest in pooled separate accounts at end of year	2018-06-30	$44,276
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$77,615
Interest on participant loans	2018-06-30	$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$763,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$793,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$45,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$91,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$196,657
Contract administrator fees	2018-06-30	$1,750
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	MULLEN, SONDBERG, WIMBISH & STONE
Accountancy firm EIN	2018-06-30	521197902
2017 : THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$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	$394,462
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$411,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$409,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$215,392
Value of total assets at end of year	2017-06-30	$2,380,653
Value of total assets at beginning of year	2017-06-30	$2,397,778
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$2,276
Total interest from all sources	2017-06-30	$742
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$43,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$43,493
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$350,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$204,415
Participant contributions at end of year	2017-06-30	$2,799
Participant contributions at beginning of year	2017-06-30	$35,385
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$7,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$-17,125
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$2,380,653
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$2,397,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$1,507,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$1,299,816
Value of interest in pooled separate accounts at end of year	2017-06-30	$77,615
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$72,946
Interest on participant loans	2017-06-30	$742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$793,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$964,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$134,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$3,467
Employer contributions (assets) at end of year	2017-06-30	$0
Employer contributions (assets) at beginning of year	2017-06-30	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$409,311
Contract administrator fees	2017-06-30	$2,276
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	MULLEN, SONDBERG, WIMBISH & STONE
Accountancy firm EIN	2017-06-30	521197902
2016 : THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$253,842
Total of all expenses incurred	2016-06-30	$140,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$137,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$237,469
Value of total assets at end of year	2016-06-30	$2,397,778
Value of total assets at beginning of year	2016-06-30	$2,284,408
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$2,771
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$79,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$79,769
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$350,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$163,493
Participant contributions at end of year	2016-06-30	$35,385
Participant contributions at beginning of year	2016-06-30	$89,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$113,370
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$2,397,778
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$2,284,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$1,299,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$1,207,103
Value of interest in pooled separate accounts at end of year	2016-06-30	$72,946
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$72,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$964,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$890,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-63,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$73,976
Employer contributions (assets) at end of year	2016-06-30	$25,000
Employer contributions (assets) at beginning of year	2016-06-30	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$137,701
Contract administrator fees	2016-06-30	$2,771
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MULLEN, SONDBERG, WIMBISH & STONE
Accountancy firm EIN	2016-06-30	521197902
2015 : THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$241,179
Total of all expenses incurred	2015-06-30	$106,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$103,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$177,579
Value of total assets at end of year	2015-06-30	$2,284,408
Value of total assets at beginning of year	2015-06-30	$2,150,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$3,659
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$70,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$70,503
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$350,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$127,579
Participant contributions at end of year	2015-06-30	$89,014
Participant contributions at beginning of year	2015-06-30	$94,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$134,190
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$2,284,408
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$2,150,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$1,279,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$1,152,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$890,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$903,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-6,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$50,000
Employer contributions (assets) at end of year	2015-06-30	$25,000
Employer contributions (assets) at beginning of year	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$103,330
Contract administrator fees	2015-06-30	$3,659
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MULLEN, SONDBERG, WIMBISH & STONE
Accountancy firm EIN	2015-06-30	521197902
2014 : THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$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	$406,265
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$848,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$838,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$129,969
Value of total assets at end of year	2014-06-30	$2,150,218
Value of total assets at beginning of year	2014-06-30	$2,591,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$9,582
Total interest from all sources	2014-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$57,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$57,230
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$350,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$129,969
Participant contributions at end of year	2014-06-30	$94,723
Participant contributions at beginning of year	2014-06-30	$95,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$-441,755
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$2,150,218
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$2,591,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$1,152,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$1,575,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$903,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$891,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$219,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Employer contributions (assets) at end of year	2014-06-30	$0
Employer contributions (assets) at beginning of year	2014-06-30	$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$838,438
Contract administrator fees	2014-06-30	$9,582
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MULLEN, SONDBERG, WIMBISH & STONE
Accountancy firm EIN	2014-06-30	521197902
2013 : THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2013 401k financial data
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	$0
Total income from all sources (including contributions)	2013-06-30	$385,071
Total of all expenses incurred	2013-06-30	$48,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$45,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$154,072
Value of total assets at end of year	2013-06-30	$2,591,973
Value of total assets at beginning of year	2013-06-30	$2,255,830
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$2,942
Total interest from all sources	2013-06-30	$9,981
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$32,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$32,228
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$350,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$124,072
Participant contributions at end of year	2013-06-30	$95,325
Participant contributions at beginning of year	2013-06-30	$86,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$336,143
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$2,591,973
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,255,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$1,575,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$1,281,072
Interest on participant loans	2013-06-30	$3,781
Interest earned on other investments	2013-06-30	$6,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$891,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$858,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$188,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$30,000
Employer contributions (assets) at end of year	2013-06-30	$30,000
Employer contributions (assets) at beginning of year	2013-06-30	$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$45,986
Contract administrator fees	2013-06-30	$2,942
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MULLEN, SONDBERG, WIMBISH & STONE
Accountancy firm EIN	2013-06-30	521197902
2012 : THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$182,963
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$229,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$226,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$150,005
Value of total assets at end of year	2012-06-30	$2,255,830
Value of total assets at beginning of year	2012-06-30	$2,302,369
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$2,698
Total interest from all sources	2012-06-30	$30,162
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$14,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$14,919
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$120,005
Participant contributions at end of year	2012-06-30	$86,671
Participant contributions at beginning of year	2012-06-30	$111,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-46,539
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$2,255,830
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$2,302,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$1,281,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$1,290,143
Interest on participant loans	2012-06-30	$4,475
Interest earned on other investments	2012-06-30	$25,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$858,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$871,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-12,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$30,000
Employer contributions (assets) at end of year	2012-06-30	$30,000
Employer contributions (assets) at beginning of year	2012-06-30	$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$226,804
Contract administrator fees	2012-06-30	$2,698
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	MULLEN, SONDBERG, WIMBISH & STONE
Accountancy firm EIN	2012-06-30	521197902
2011 : THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$433,902
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$50,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$47,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$152,045
Value of total assets at end of year	2011-06-30	$2,302,369
Value of total assets at beginning of year	2011-06-30	$1,918,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$2,945
Total interest from all sources	2011-06-30	$30,298
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$13,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$13,266
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$118,770
Participant contributions at end of year	2011-06-30	$111,146
Participant contributions at beginning of year	2011-06-30	$107,782
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$3,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$383,409
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$2,302,369
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$1,918,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$1,196,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$873,692
Value of interest in pooled separate accounts at end of year	2011-06-30	$93,633
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$77,386
Interest on participant loans	2011-06-30	$4,178
Interest earned on other investments	2011-06-30	$26,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$871,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$845,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$221,819
Net investment gain/loss from pooled separate accounts	2011-06-30	$16,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$30,000
Employer contributions (assets) at end of year	2011-06-30	$30,000
Employer contributions (assets) at beginning of year	2011-06-30	$15,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$47,548
Contract administrator fees	2011-06-30	$2,945
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MULLEN, SONDBERG, WIMBISH & STONE
Accountancy firm EIN	2011-06-30	521197902
2010 : THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN

2022: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: THE ARC OF SOUTHERN MARYLAND RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

FA053876

Policy instance

Insurance contract or identification number	FA053876
Number of Individuals Covered	2
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR25087

Policy instance

Insurance contract or identification number	CR25087
Number of Individuals Covered	16
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $243
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $243
Insurance broker organization code?	4

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	408
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $1,564
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,564
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

FA053876

Policy instance

Insurance contract or identification number	FA053876
Number of Individuals Covered	2
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR25087

Policy instance

Insurance contract or identification number	CR25087
Number of Individuals Covered	18
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $222
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $222
Insurance broker organization code?	4

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	357
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $1,629
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,629
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

FA053876

Policy instance

Insurance contract or identification number	FA053876
Number of Individuals Covered	2
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR25087

Policy instance

Insurance contract or identification number	CR25087
Number of Individuals Covered	19
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $245
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $245
Insurance broker organization code?	4

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	374
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $1,655
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,655
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

FA053876

Policy instance

Insurance contract or identification number	FA053876
Number of Individuals Covered	2
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR25087

Policy instance

Insurance contract or identification number	CR25087
Number of Individuals Covered	19
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $230
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $230
Insurance broker organization code?	4

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	401
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $1,661
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,661
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

FA053876

Policy instance

Insurance contract or identification number	FA053876
Number of Individuals Covered	2
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	403
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $1,785
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,785
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR25087

Policy instance

Insurance contract or identification number	CR25087
Number of Individuals Covered	21
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $246
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $246
Insurance broker organization code?	4

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

FA053876

Policy instance

Insurance contract or identification number	FA053876
Number of Individuals Covered	2
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

CR25087

Policy instance

Insurance contract or identification number	CR25087
Number of Individuals Covered	22
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $322
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	365
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	THE ARC OF SOUTHERN MARYLAND, INC.
Employer identification number (EIN):	521062351
NAIC Classification:	624100
NAIC Description:	Individual and Family Services