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CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 401k Plan overview

Plan NameCROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN
Plan identification number 002

CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Life insurance

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 MATCHING TAX DEFERRED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01THERESA CRENSHAW2021-04-05 THERESA CRENSHAW2021-04-05
0022018-07-01THERESA CRENSHAW2020-02-27 THERESA CRENSHAW2020-02-27
0022017-07-01
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01
0022012-07-01DELL BOWMAN F WILL ROGERS2014-01-15
0022011-07-01DELL BOWMAN F WILL ROGERS2013-03-19
0022010-07-01DELL BOWMAN CONNIE DELONG2012-01-31
0022009-07-01DELL BOWMAN F. WILL ROGERS2011-01-21

Plan Statistics for CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN

401k plan membership statisitcs for CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN

Measure Date Value
2022: CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01272
Total number of active participants reported on line 7a of the Form 55002022-07-01195
Number of other retired or separated participants entitled to future benefits2022-07-0142
Total of all active and inactive participants2022-07-01237
Total participants2022-07-01237
Number of participants with account balances2022-07-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0115
2021: CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01258
Total number of active participants reported on line 7a of the Form 55002021-07-01210
Number of other retired or separated participants entitled to future benefits2021-07-0138
Total of all active and inactive participants2021-07-01248
Total participants2021-07-01248
Number of participants with account balances2021-07-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0113
2020: CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01262
Total number of active participants reported on line 7a of the Form 55002020-07-01209
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0131
Total of all active and inactive participants2020-07-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01240
Number of participants with account balances2020-07-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-018
2019: CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01307
Total number of active participants reported on line 7a of the Form 55002019-07-01211
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0133
Total of all active and inactive participants2019-07-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01244
Number of participants with account balances2019-07-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0114
2018: CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01275
Total number of active participants reported on line 7a of the Form 55002018-07-01220
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0129
Total of all active and inactive participants2018-07-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01249
Number of participants with account balances2018-07-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-019
2017: CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01272
Total number of active participants reported on line 7a of the Form 55002017-07-01231
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0121
Total of all active and inactive participants2017-07-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01252
Number of participants with account balances2017-07-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0111
2016: CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01283
Total number of active participants reported on line 7a of the Form 55002016-07-01237
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0121
Total of all active and inactive participants2016-07-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01258
Number of participants with account balances2016-07-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-019
2015: CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01270
Total number of active participants reported on line 7a of the Form 55002015-07-01251
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0120
Total of all active and inactive participants2015-07-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01271
Number of participants with account balances2015-07-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011
2014: CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01183
Total number of active participants reported on line 7a of the Form 55002014-07-01171
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0114
Total of all active and inactive participants2014-07-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01185
Number of participants with account balances2014-07-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-012
2013: CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01176
Total number of active participants reported on line 7a of the Form 55002013-07-01154
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0113
Total of all active and inactive participants2013-07-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01167
Number of participants with account balances2013-07-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-014
2012: CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01179
Total number of active participants reported on line 7a of the Form 55002012-07-01162
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0112
Total of all active and inactive participants2012-07-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01174
Number of participants with account balances2012-07-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01186
Total number of active participants reported on line 7a of the Form 55002011-07-01162
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-019
Total of all active and inactive participants2011-07-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01171
Number of participants with account balances2011-07-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013
2010: CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01185
Total number of active participants reported on line 7a of the Form 55002010-07-01167
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 participants2010-07-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01180
Number of participants with account balances2010-07-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-016
2009: CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01217
Total number of active participants reported on line 7a of the Form 55002009-07-01175
Number of other retired or separated participants entitled to future benefits2009-07-019
Total of all active and inactive participants2009-07-01184
Total participants2009-07-01184
Number of participants with account balances2009-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-016

Financial Data on CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN

Measure Date Value
2023 : CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-06-30$804,888
Total of all expenses incurred2023-06-30$582,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$550,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$321,513
Value of total assets at end of year2023-06-30$4,994,124
Value of total assets at beginning of year2023-06-30$4,771,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$31,986
Total interest from all sources2023-06-30$8,090
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$99,488
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$99,488
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$195,596
Participant contributions at end of year2023-06-30$137,427
Participant contributions at beginning of year2023-06-30$141,734
Participant contributions at end of year2023-06-30$7,754
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$6,030
Other income not declared elsewhere2023-06-30$965
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$222,576
Value of net assets at end of year (total assets less liabilities)2023-06-30$4,994,124
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$4,771,548
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$4,843,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$4,629,814
Interest on participant loans2023-06-30$8,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$374,832
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$119,887
Employer contributions (assets) at end of year2023-06-30$5,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$550,326
Contract administrator fees2023-06-30$31,986
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-06-30No
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30HARRIS, HARVEY, NEAL & CO., LLP
Accountancy firm EIN2023-06-30540643136
2022 : CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-399,438
Total of all expenses incurred2022-06-30$692,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$655,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$337,346
Value of total assets at end of year2022-06-30$4,771,548
Value of total assets at beginning of year2022-06-30$5,863,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$36,594
Total interest from all sources2022-06-30$1,587
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$86,524
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$86,524
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
Contributions received from participants2022-06-30$212,645
Participant contributions at end of year2022-06-30$141,734
Participant contributions at beginning of year2022-06-30$30,129
Participant contributions at beginning of year2022-06-30$9,116
Other income not declared elsewhere2022-06-30$858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,091,751
Value of net assets at end of year (total assets less liabilities)2022-06-30$4,771,548
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$5,863,299
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$4,629,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$5,819,866
Interest on participant loans2022-06-30$1,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-825,753
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$124,701
Employer contributions (assets) at beginning of year2022-06-30$4,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$655,719
Contract administrator fees2022-06-30$36,594
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 MATCHING TAX DEFERRED SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$1,576,870
Total of all expenses incurred2021-06-30$452,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$417,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$358,969
Value of total assets at end of year2021-06-30$5,863,299
Value of total assets at beginning of year2021-06-30$4,738,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$34,387
Total interest from all sources2021-06-30$2,818
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$67,825
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$67,825
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
Contributions received from participants2021-06-30$214,687
Participant contributions at end of year2021-06-30$30,129
Participant contributions at beginning of year2021-06-30$67,170
Participant contributions at end of year2021-06-30$9,116
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$4,264
Other income not declared elsewhere2021-06-30$920
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$1,124,596
Value of net assets at end of year (total assets less liabilities)2021-06-30$5,863,299
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,738,703
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$5,819,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,671,533
Interest on participant loans2021-06-30$2,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,146,338
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$140,018
Employer contributions (assets) at end of year2021-06-30$4,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$417,887
Contract administrator fees2021-06-30$34,387
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 MATCHING TAX DEFERRED SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$0
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets to this plan2020-06-30$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$590,488
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$369,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$340,225
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Value of total corrective distributions2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$378,209
Value of total assets at end of year2020-06-30$4,738,703
Value of total assets at beginning of year2020-06-30$4,517,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$29,493
Total income from rents2020-06-30$0
Total interest from all sources2020-06-30$5,499
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$86,893
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$86,893
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
Contributions received from participants2020-06-30$239,365
Participant contributions at end of year2020-06-30$67,170
Participant contributions at beginning of year2020-06-30$119,425
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$10,036
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$404
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 liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Other income not declared elsewhere2020-06-30$1,149
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
Income. Non cash contributions2020-06-30$0
Value of net income/loss2020-06-30$220,770
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,738,703
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,517,933
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$4,671,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$4,382,119
Value of interest in pooled separate accounts at end of year2020-06-30$0
Value of interest in pooled separate accounts at beginning of year2020-06-30$0
Interest on participant loans2020-06-30$5,499
Income. Interest from loans (other than to participants)2020-06-30$0
Interest earned on other investments2020-06-30$0
Income. Interest from US Government securities2020-06-30$0
Income. Interest from corporate debt instruments2020-06-30$0
Value of interest in common/collective trusts at end of year2020-06-30$0
Value of interest in common/collective trusts at beginning of year2020-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$0
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$118,738
Net investment gain/loss from pooled separate accounts2020-06-30$0
Net investment gain or loss from common/collective trusts2020-06-30$0
Net gain/loss from 103.12 investment entities2020-06-30$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$138,440
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$6,353
Income. Dividends from preferred stock2020-06-30$0
Income. Dividends from common stock2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$340,225
Contract administrator fees2020-06-30$29,493
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
Aggregate proceeds on sale of assets2020-06-30$0
Aggregate carrying amount (costs) on sale of assets2020-06-30$0
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 MATCHING TAX DEFERRED SAVINGS 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 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$613,481
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$555,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$526,683
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Value of total corrective distributions2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$377,797
Value of total assets at end of year2019-06-30$4,517,933
Value of total assets at beginning of year2019-06-30$4,459,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$28,745
Total income from rents2019-06-30$0
Total interest from all sources2019-06-30$9,676
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$84,114
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$84,114
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$237,179
Participant contributions at end of year2019-06-30$119,425
Participant contributions at beginning of year2019-06-30$218,809
Participant contributions at end of year2019-06-30$10,036
Participant contributions at beginning of year2019-06-30$9,643
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$2,724
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 liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$0
Other income not declared elsewhere2019-06-30$1,238
Administrative expenses (other) incurred2019-06-30$0
Liabilities. Value of operating payables at beginning of year2019-06-30$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
Income. Non cash contributions2019-06-30$0
Value of net income/loss2019-06-30$58,053
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,517,933
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,459,880
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$4,382,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$4,225,456
Interest on participant loans2019-06-30$9,676
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
Value of interest in common/collective trusts at end of year2019-06-30$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$140,656
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$137,894
Employer contributions (assets) at end of year2019-06-30$6,353
Employer contributions (assets) at beginning of year2019-06-30$5,972
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$526,683
Contract administrator fees2019-06-30$28,745
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2019-06-30$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 MATCHING TAX DEFERRED SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$702,663
Total of all expenses incurred2018-06-30$345,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$321,906
Value of total corrective distributions2018-06-30$143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$377,499
Value of total assets at end of year2018-06-30$4,459,880
Value of total assets at beginning of year2018-06-30$4,102,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$23,591
Total interest from all sources2018-06-30$14,299
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$63,579
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$63,579
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$235,175
Participant contributions at end of year2018-06-30$218,809
Participant contributions at beginning of year2018-06-30$202,225
Participant contributions at end of year2018-06-30$9,643
Participant contributions at beginning of year2018-06-30$9,469
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$2,371
Other income not declared elsewhere2018-06-30$831
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$357,023
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,459,880
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,102,857
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$4,225,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,885,505
Interest on participant loans2018-06-30$14,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$246,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$139,953
Employer contributions (assets) at end of year2018-06-30$5,972
Employer contributions (assets) at beginning of year2018-06-30$5,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$321,906
Contract administrator fees2018-06-30$23,591
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 MATCHING TAX DEFERRED SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$799,015
Total of all expenses incurred2017-06-30$879,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$872,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$370,537
Value of total assets at end of year2017-06-30$4,102,857
Value of total assets at beginning of year2017-06-30$4,183,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$7,377
Total interest from all sources2017-06-30$9,716
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$41,870
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$41,870
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$238,495
Participant contributions at end of year2017-06-30$202,225
Participant contributions at beginning of year2017-06-30$163,739
Participant contributions at end of year2017-06-30$9,469
Participant contributions at beginning of year2017-06-30$8,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-80,939
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,102,857
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,183,796
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$3,885,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,005,444
Interest on participant loans2017-06-30$9,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$376,892
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$132,042
Employer contributions (assets) at end of year2017-06-30$5,658
Employer contributions (assets) at beginning of year2017-06-30$5,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$872,577
Contract administrator fees2017-06-30$7,377
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 MATCHING TAX DEFERRED SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$330,827
Total of all expenses incurred2016-06-30$898,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$888,317
Expenses. Certain deemed distributions of participant loans2016-06-30$3,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$359,142
Value of total assets at end of year2016-06-30$4,183,796
Value of total assets at beginning of year2016-06-30$4,751,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$6,154
Total interest from all sources2016-06-30$11,040
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$36,049
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$36,049
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
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$217,134
Participant contributions at end of year2016-06-30$163,739
Participant contributions at beginning of year2016-06-30$172,757
Participant contributions at end of year2016-06-30$8,975
Participant contributions at beginning of year2016-06-30$8,776
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$8,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-567,561
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,183,796
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,751,357
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$4,005,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,564,318
Interest on participant loans2016-06-30$11,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-75,404
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$133,227
Employer contributions (assets) at end of year2016-06-30$5,638
Employer contributions (assets) at beginning of year2016-06-30$5,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$888,317
Contract administrator fees2016-06-30$6,154
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 MATCHING TAX DEFERRED SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$448,358
Total of all expenses incurred2015-06-30$543,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$539,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$331,250
Value of total assets at end of year2015-06-30$4,751,357
Value of total assets at beginning of year2015-06-30$4,846,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$4,782
Total interest from all sources2015-06-30$9,781
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$54,374
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$54,374
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$202,543
Participant contributions at end of year2015-06-30$172,757
Participant contributions at beginning of year2015-06-30$219,838
Participant contributions at end of year2015-06-30$8,776
Participant contributions at beginning of year2015-06-30$8,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-95,538
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,751,357
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,846,895
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$4,564,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,613,104
Interest on participant loans2015-06-30$9,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$52,953
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$128,707
Employer contributions (assets) at end of year2015-06-30$5,506
Employer contributions (assets) at beginning of year2015-06-30$5,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$539,114
Contract administrator fees2015-06-30$4,782
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 MATCHING TAX DEFERRED SAVINGS PLAN 2014 401k financial data
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$897,214
Total of all expenses incurred2014-06-30$228,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$222,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$345,364
Value of total assets at end of year2014-06-30$4,846,895
Value of total assets at beginning of year2014-06-30$4,178,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$6,670
Total interest from all sources2014-06-30$10,558
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$38,596
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$38,596
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$218,995
Participant contributions at end of year2014-06-30$219,838
Participant contributions at beginning of year2014-06-30$148,896
Participant contributions at end of year2014-06-30$8,814
Participant contributions at beginning of year2014-06-30$9,345
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$668,237
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,846,895
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,178,658
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$4,613,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$4,014,941
Interest on participant loans2014-06-30$10,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$0
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$502,696
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$126,369
Employer contributions (assets) at end of year2014-06-30$5,139
Employer contributions (assets) at beginning of year2014-06-30$5,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$222,307
Contract administrator fees2014-06-30$6,670
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 & WILLIAMS, PLLC
Accountancy firm EIN2014-06-30541637030
2013 : CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$730,616
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$80,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$75,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$351,029
Value of total assets at end of year2013-06-30$4,178,658
Value of total assets at beginning of year2013-06-30$3,528,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$5,257
Total interest from all sources2013-06-30$21,923
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$40,645
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$40,645
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$222,177
Participant contributions at end of year2013-06-30$148,896
Participant contributions at beginning of year2013-06-30$140,773
Participant contributions at end of year2013-06-30$9,345
Participant contributions at beginning of year2013-06-30$9,061
Other income not declared elsewhere2013-06-30$3,968
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$649,968
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,178,658
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,528,690
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$4,014,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,416,305
Interest on participant loans2013-06-30$7,698
Interest earned on other investments2013-06-30$14,225
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$957,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$313,051
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$128,852
Employer contributions (assets) at end of year2013-06-30$5,476
Employer contributions (assets) at beginning of year2013-06-30$4,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$75,391
Contract administrator fees2013-06-30$5,257
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 & WILLIAMS, PLLC
Accountancy firm EIN2013-06-30541637030
2012 : CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS 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$378,847
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$169,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$164,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$352,948
Value of total assets at end of year2012-06-30$3,528,690
Value of total assets at beginning of year2012-06-30$3,318,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$4,507
Total interest from all sources2012-06-30$36,871
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$30,565
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$30,565
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$228,380
Participant contributions at end of year2012-06-30$140,773
Participant contributions at beginning of year2012-06-30$167,214
Participant contributions at end of year2012-06-30$9,061
Participant contributions at beginning of year2012-06-30$8,792
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$915
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$209,775
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,528,690
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,318,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,416,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,279,315
Interest on participant loans2012-06-30$8,493
Interest earned on other investments2012-06-30$28,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$957,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$858,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-41,537
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$123,653
Employer contributions (assets) at end of year2012-06-30$4,874
Employer contributions (assets) at beginning of year2012-06-30$5,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$164,565
Contract administrator fees2012-06-30$4,507
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 & WILLIAMS, PLLC
Accountancy firm EIN2012-06-30541637030
2011 : CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS 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$785,343
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$206,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$201,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$330,706
Value of total assets at end of year2011-06-30$3,318,915
Value of total assets at beginning of year2011-06-30$2,740,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$4,792
Total interest from all sources2011-06-30$33,641
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$25,872
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$25,872
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$212,886
Participant contributions at end of year2011-06-30$167,214
Participant contributions at beginning of year2011-06-30$120,753
Participant contributions at end of year2011-06-30$8,792
Participant contributions at beginning of year2011-06-30$9,204
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$578,684
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,318,915
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,740,231
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$2,279,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,839,119
Interest on participant loans2011-06-30$9,238
Interest earned on other investments2011-06-30$24,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$858,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$765,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$395,124
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$117,820
Employer contributions (assets) at end of year2011-06-30$5,179
Employer contributions (assets) at beginning of year2011-06-30$5,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$201,867
Contract administrator fees2011-06-30$4,792
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 & WILLIAMS, PLLC
Accountancy firm EIN2011-06-30541637030
2010 : CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS PLAN

2022: CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS 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 MATCHING TAX DEFERRED SAVINGS PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: CROSSROADS COMMUNITY SERVICES BOARD MATCHING TAX DEFERRED SAVINGS 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 MATCHING TAX DEFERRED SAVINGS 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 MATCHING TAX DEFERRED SAVINGS 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 MATCHING TAX DEFERRED SAVINGS 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 MATCHING TAX DEFERRED SAVINGS 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 MATCHING TAX DEFERRED SAVINGS 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 MATCHING TAX DEFERRED SAVINGS 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 MATCHING TAX DEFERRED SAVINGS 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 MATCHING TAX DEFERRED SAVINGS 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 MATCHING TAX DEFERRED SAVINGS 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 MATCHING TAX DEFERRED SAVINGS 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 MATCHING TAX DEFERRED SAVINGS 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 number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered249
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 number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered252
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 number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered271
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 number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered185
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 number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered167
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $6,412
Total amount of fees paid to insurance companyUSD $4,581
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 $6,412
Amount paid for insurance broker fees4581
Additional information about fees paid to insurance brokerREFERRAL/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 number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered174
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $10,943
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 $8,447
Amount paid for insurance broker fees0
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 number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered171
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $6,396
Total amount of fees paid to insurance companyUSD $937
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 number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered180
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $7,830
Total amount of fees paid to insurance companyUSD $1,198
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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