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CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 401k Plan overview

Plan NameCROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN
Plan identification number 001

CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CROSSROADS COMMUNITY SERVICES BOARD has sponsored the creation of one or more 401k plans.

Company Name:CROSSROADS COMMUNITY SERVICES BOARD
Employer identification number (EIN):540988560
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01THERESA CRENSHAW2021-04-05 THERESA CRENSHAW2021-04-05
0012018-07-01THERESA CRENSHAW2020-02-27 THERESA CRENSHAW2020-02-27
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01DELL BOWMAN F WILL ROGERS2014-01-15
0012011-07-01DELL BOWMAN F WILL ROGERS2013-03-19
0012010-07-01DELL BOWMAN CONNIE DELONG2012-01-31
0012009-07-01DELL BOWMAN F. WILL ROGERS2011-01-21

Plan Statistics for CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN

401k plan membership statisitcs for CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN

Measure Date Value
2022: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01231
Total number of active participants reported on line 7a of the Form 55002022-07-01148
Number of other retired or separated participants entitled to future benefits2022-07-0147
Total of all active and inactive participants2022-07-01195
Total participants2022-07-01195
Number of participants with account balances2022-07-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0120
2021: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01258
Total number of active participants reported on line 7a of the Form 55002021-07-01180
Number of other retired or separated participants entitled to future benefits2021-07-0148
Total of all active and inactive participants2021-07-01228
Total participants2021-07-01228
Number of participants with account balances2021-07-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0113
2020: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01239
Total number of active participants reported on line 7a of the Form 55002020-07-01206
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0149
Total of all active and inactive participants2020-07-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01255
Number of participants with account balances2020-07-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-016
2019: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01244
Total number of active participants reported on line 7a of the Form 55002019-07-01192
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0138
Total of all active and inactive participants2019-07-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01230
Number of participants with account balances2019-07-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0112
2018: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01260
Total number of active participants reported on line 7a of the Form 55002018-07-01201
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0139
Total of all active and inactive participants2018-07-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01240
Number of participants with account balances2018-07-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0115
2017: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01245
Total number of active participants reported on line 7a of the Form 55002017-07-01216
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-0132
Total of all active and inactive participants2017-07-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01249
Number of participants with account balances2017-07-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0111
2016: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01282
Total number of active participants reported on line 7a of the Form 55002016-07-01208
Number of retired or separated participants receiving benefits2016-07-011
Number of other retired or separated participants entitled to future benefits2016-07-0126
Total of all active and inactive participants2016-07-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01235
Number of participants with account balances2016-07-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0111
2015: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01267
Total number of active participants reported on line 7a of the Form 55002015-07-01229
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0124
Total of all active and inactive participants2015-07-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01253
Number of participants with account balances2015-07-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-013
2014: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01265
Total number of active participants reported on line 7a of the Form 55002014-07-01230
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0117
Total of all active and inactive participants2014-07-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01247
Number of participants with account balances2014-07-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-015
2013: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01268
Total number of active participants reported on line 7a of the Form 55002013-07-01224
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0121
Total of all active and inactive participants2013-07-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01245
Number of participants with account balances2013-07-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-019
2012: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01275
Total number of active participants reported on line 7a of the Form 55002012-07-01235
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0116
Total of all active and inactive participants2012-07-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01251
Number of participants with account balances2012-07-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-015
2011: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01289
Total number of active participants reported on line 7a of the Form 55002011-07-01246
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0112
Total of all active and inactive participants2011-07-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01258
Number of participants with account balances2011-07-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013
2010: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01276
Total number of active participants reported on line 7a of the Form 55002010-07-01244
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0113
Total of all active and inactive participants2010-07-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01257
Number of participants with account balances2010-07-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-019
2009: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01268
Total number of active participants reported on line 7a of the Form 55002009-07-01241
Number of other retired or separated participants entitled to future benefits2009-07-0110
Total of all active and inactive participants2009-07-01251
Total participants2009-07-01251
Number of participants with account balances2009-07-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-019

Financial Data on CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN

Measure Date Value
2023 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-06-30$1,289,317
Total of all expenses incurred2023-06-30$949,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$902,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$529,449
Value of total assets at end of year2023-06-30$8,203,633
Value of total assets at beginning of year2023-06-30$7,863,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$47,149
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$160,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$160,121
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$5,981
Other income not declared elsewhere2023-06-30$1,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$339,757
Value of net assets at end of year (total assets less liabilities)2023-06-30$8,203,633
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$7,863,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$7,680,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$7,318,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$597,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$523,468
Employer contributions (assets) at end of year2023-06-30$523,266
Employer contributions (assets) at beginning of year2023-06-30$544,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$902,411
Contract administrator fees2023-06-30$47,149
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-06-30No
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30HARRIS, HARVEY, NEAL & CO., LLP
Accountancy firm EIN2023-06-30540643136
2022 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-603,299
Total of all expenses incurred2022-06-30$1,165,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,110,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$544,959
Value of total assets at end of year2022-06-30$7,863,876
Value of total assets at beginning of year2022-06-30$9,633,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$54,930
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$134,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$134,321
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Other income not declared elsewhere2022-06-30$2,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,769,190
Value of net assets at end of year (total assets less liabilities)2022-06-30$7,863,876
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$9,633,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$7,318,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$8,984,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,284,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$544,959
Employer contributions (assets) at end of year2022-06-30$544,959
Employer contributions (assets) at beginning of year2022-06-30$648,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,110,961
Contract administrator fees2022-06-30$54,930
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30HARRIS, HARVEY, NEAL & CO., LLP
Accountancy firm EIN2022-06-30540643136
2021 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$2,505,668
Total of all expenses incurred2021-06-30$472,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$422,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$651,987
Value of total assets at end of year2021-06-30$9,633,066
Value of total assets at beginning of year2021-06-30$7,600,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$50,255
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$97,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$97,344
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$3,018
Other income not declared elsewhere2021-06-30$2,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,032,993
Value of net assets at end of year (total assets less liabilities)2021-06-30$9,633,066
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$7,600,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$8,984,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$7,028,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,754,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$648,969
Employer contributions (assets) at end of year2021-06-30$648,969
Employer contributions (assets) at beginning of year2021-06-30$571,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$422,420
Contract administrator fees2021-06-30$50,255
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30HARRIS, HARVEY, NEAL & CO., LLP
Accountancy firm EIN2021-06-30540643136
2020 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$816,711
Total of all expenses incurred2020-06-30$990,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$945,223
Value of total corrective distributions2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$571,127
Value of total assets at end of year2020-06-30$7,600,073
Value of total assets at beginning of year2020-06-30$7,773,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$45,040
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$141,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$141,830
Administrative expenses professional fees incurred2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Other income not declared elsewhere2020-06-30$2,384
Administrative expenses (other) incurred2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-173,552
Value of net assets at end of year (total assets less liabilities)2020-06-30$7,600,073
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$7,773,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$7,028,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$7,244,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$101,370
Net investment gain/loss from pooled separate accounts2020-06-30$0
Net investment gain or loss from common/collective trusts2020-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$571,127
Employer contributions (assets) at end of year2020-06-30$571,127
Employer contributions (assets) at beginning of year2020-06-30$528,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$945,223
Contract administrator fees2020-06-30$45,040
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SNEAD, WILLIAMS & MAYHEW, PLLC
Accountancy firm EIN2020-06-30541637030
2019 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$0
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$0
Total income from all sources (including contributions)2019-06-30$896,540
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,556,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,508,657
Value of total corrective distributions2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$528,776
Value of total assets at end of year2019-06-30$7,773,625
Value of total assets at beginning of year2019-06-30$8,433,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$48,005
Total income from rents2019-06-30$0
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$154,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$154,194
Administrative expenses professional fees incurred2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$0
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$0
Other income not declared elsewhere2019-06-30$2,867
Administrative expenses (other) incurred2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-660,122
Value of net assets at end of year (total assets less liabilities)2019-06-30$7,773,625
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$8,433,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$7,244,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$7,874,517
Income. Interest from loans (other than to participants)2019-06-30$0
Interest earned on other investments2019-06-30$0
Income. Interest from US Government securities2019-06-30$0
Income. Interest from corporate debt instruments2019-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$210,703
Net investment gain/loss from pooled separate accounts2019-06-30$0
Net investment gain or loss from common/collective trusts2019-06-30$0
Net gain/loss from 103.12 investment entities2019-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$528,776
Employer contributions (assets) at end of year2019-06-30$528,776
Employer contributions (assets) at beginning of year2019-06-30$559,230
Income. Dividends from preferred stock2019-06-30$0
Income. Dividends from common stock2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,508,657
Contract administrator fees2019-06-30$48,005
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$0
Aggregate carrying amount (costs) on sale of assets2019-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30SNEAD, WILLIAMS & MAYHEW, PLLC
Accountancy firm EIN2019-06-30541637030
2018 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$1,182,768
Total of all expenses incurred2018-06-30$768,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$731,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$559,889
Value of total assets at end of year2018-06-30$8,433,621
Value of total assets at beginning of year2018-06-30$8,019,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$36,867
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$121,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$121,127
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$785
Other income not declared elsewhere2018-06-30$2,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$414,288
Value of net assets at end of year (total assets less liabilities)2018-06-30$8,433,621
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,019,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$7,874,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$7,479,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$499,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Assets. Invements in employer securities at beginning of year2018-06-30$0
Contributions received in cash from employer2018-06-30$559,104
Employer contributions (assets) at end of year2018-06-30$559,104
Employer contributions (assets) at beginning of year2018-06-30$540,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$731,613
Contract administrator fees2018-06-30$36,867
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30SNEAD, WILLIAMS & MAYHEW, PLLC
Accountancy firm EIN2018-06-30541637030
2017 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$1,248,305
Total of all expenses incurred2017-06-30$1,250,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,250,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$540,277
Value of total assets at end of year2017-06-30$8,019,333
Value of total assets at beginning of year2017-06-30$8,022,016
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$62,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$62,106
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-2,683
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,019,333
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$8,022,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$7,479,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$7,396,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$645,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$540,277
Employer contributions (assets) at end of year2017-06-30$540,277
Employer contributions (assets) at beginning of year2017-06-30$625,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,250,988
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SNEAD, WILLIAMS & MAYHEW, PLLC
Accountancy firm EIN2017-06-30541637030
2016 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$493,943
Total of all expenses incurred2016-06-30$1,186,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,186,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$625,205
Value of total assets at end of year2016-06-30$8,022,016
Value of total assets at beginning of year2016-06-30$8,714,842
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$52,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$52,594
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-692,826
Value of net assets at end of year (total assets less liabilities)2016-06-30$8,022,016
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$8,714,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$7,396,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$8,078,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-183,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$625,205
Employer contributions (assets) at end of year2016-06-30$625,205
Employer contributions (assets) at beginning of year2016-06-30$636,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,186,769
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SNEAD, WILLIAMS & MAYHEW, PLLC
Accountancy firm EIN2016-06-30541637030
2015 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$814,871
Total of all expenses incurred2015-06-30$1,016,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,016,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$637,720
Value of total assets at end of year2015-06-30$8,714,842
Value of total assets at beginning of year2015-06-30$8,916,252
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$87,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$87,183
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$1,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-201,410
Value of net assets at end of year (total assets less liabilities)2015-06-30$8,714,842
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$8,916,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$8,078,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$8,257,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$89,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$636,214
Employer contributions (assets) at end of year2015-06-30$636,214
Employer contributions (assets) at beginning of year2015-06-30$658,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,016,281
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SNEAD, WILLIAMS & MAYHEW, PLLC
Accountancy firm EIN2015-06-30541637030
2014 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$1,424,216
Total of all expenses incurred2014-06-30$465,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$465,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$658,653
Value of total assets at end of year2014-06-30$8,916,252
Value of total assets at beginning of year2014-06-30$7,957,607
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$57,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$57,338
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$958,645
Value of net assets at end of year (total assets less liabilities)2014-06-30$8,916,252
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,957,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$8,257,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$7,288,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$708,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$658,653
Employer contributions (assets) at end of year2014-06-30$658,653
Employer contributions (assets) at beginning of year2014-06-30$669,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$465,571
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SNEAD AND WILLIAMS, PLLC
Accountancy firm EIN2014-06-30541637030
2013 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2013 401k financial data
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$1,191,847
Total of all expenses incurred2013-06-30$180,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$180,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$669,180
Value of total assets at end of year2013-06-30$7,957,607
Value of total assets at beginning of year2013-06-30$6,946,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$38,594
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$56,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$56,706
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Other income not declared elsewhere2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,011,282
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,957,607
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,946,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$7,288,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,050,079
Interest earned on other investments2013-06-30$38,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$3,253,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$427,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$669,180
Employer contributions (assets) at end of year2013-06-30$669,180
Employer contributions (assets) at beginning of year2013-06-30$642,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$180,565
Contract administrator fees2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30SNEAD AND WILLIAMS, PLLC
Accountancy firm EIN2013-06-30541637030
2012 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$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$713,816
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$263,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$263,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$646,756
Value of total assets at end of year2012-06-30$6,946,325
Value of total assets at beginning of year2012-06-30$6,495,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$83,404
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$44,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$44,016
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$3,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$450,607
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,946,325
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,495,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,050,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,864,030
Interest earned on other investments2012-06-30$83,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$3,253,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$3,007,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-60,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$642,922
Employer contributions (assets) at end of year2012-06-30$642,922
Employer contributions (assets) at beginning of year2012-06-30$624,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$263,209
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30SNEAD AND WILLIAMS, PLLC
Accountancy firm EIN2012-06-30541637030
2011 : CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$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$1,289,533
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$294,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$294,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$624,219
Value of total assets at end of year2011-06-30$6,495,718
Value of total assets at beginning of year2011-06-30$5,500,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$84,872
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$33,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$33,679
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$995,191
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,495,718
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$5,500,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,864,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,888,057
Interest earned on other investments2011-06-30$84,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$3,007,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,975,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$546,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$624,219
Employer contributions (assets) at end of year2011-06-30$624,219
Employer contributions (assets) at beginning of year2011-06-30$636,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$294,342
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30SNEAD AND WILLIAMS, PLLC
Accountancy firm EIN2011-06-30541637030

Form 5500 Responses for CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN

2022: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: CROSSROADS COMMUNITY SERVICES BOARD - PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered240
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered249
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered253
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered247
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered245
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $9,441
Total amount of fees paid to insurance companyUSD $10,358
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,441
Amount paid for insurance broker fees10358
Additional information about fees paid to insurance brokerREFFERAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFINANCIAL TELESIS INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered251
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $21,076
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,472
Insurance broker organization code?3
Insurance broker nameJHW FINANCIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered258
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $14,021
Total amount of fees paid to insurance companyUSD $1,186
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered257
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $17,175
Total amount of fees paid to insurance companyUSD $1,606
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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