Plan Name | COUNCIL ON SOCIAL WORK EDUCATION 403(B) DC AND TDA PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | COUNCIL ON SOCIAL WORK EDUCATION |
Employer identification number (EIN): | 541856529 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about COUNCIL ON SOCIAL WORK EDUCATION
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1996-06-03 |
Company Identification Number: | 0466837 |
Legal Registered Office Address: |
1701 DUKE ST 524 KING ST ALEXANDRIA United States of America (USA) 22314 |
More information about COUNCIL ON SOCIAL WORK EDUCATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | DARLA SPENCE COFFEY | 2015-06-03 | ||
001 | 2013-01-01 | DARLA SPENCE COFFEY | 2014-07-29 | ||
001 | 2012-01-01 | DARLA SPENCE COFFEY | 2013-07-23 | ||
001 | 2011-01-01 | DARLA SPENCE COFFEY | 2013-07-23 | ||
001 | 2010-01-01 | DARLA SPENCE COFFEY | 2013-07-23 | ||
001 | 2009-01-01 | JULIA WATKINS |
Measure | Date | Value |
---|---|---|
2009: COUNCIL ON SOCIAL WORK EDUCATION 403(B) DC AND TDA PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 14 |
Total of all active and inactive participants | 2009-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 122 |
Number of participants with account balances | 2009-01-01 | 105 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : COUNCIL ON SOCIAL WORK EDUCATION 403(B) DC AND TDA PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $236,878 |
Total of all expenses incurred | 2011-12-31 | $405,231 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $405,231 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $225,271 |
Value of total assets at end of year | 2011-12-31 | $3,827,356 |
Value of total assets at beginning of year | 2011-12-31 | $3,995,709 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $15,449 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $15,449 |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $88,990 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $12,862 |
Other income not declared elsewhere | 2011-12-31 | $55,604 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-168,353 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,827,356 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,995,709 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,975,535 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,151,511 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $80,701 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $70,188 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,771,120 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,774,010 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-68,987 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $9,541 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $123,419 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $405,231 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GELMAN ROSENBERG & FREEDMAN |
Accountancy firm EIN | 2011-12-31 | 521392008 |
2010 : COUNCIL ON SOCIAL WORK EDUCATION 403(B) DC AND TDA PLAN 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $494,993 |
Total of all expenses incurred | 2010-12-31 | $180,522 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $180,522 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $195,711 |
Value of total assets at end of year | 2010-12-31 | $3,995,709 |
Value of total assets at beginning of year | 2010-12-31 | $3,681,238 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $12,378 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $12,378 |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $87,033 |
Participant contributions at beginning of year | 2010-12-31 | $2,694 |
Other income not declared elsewhere | 2010-12-31 | $67,038 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $314,471 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,995,709 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,681,238 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,151,511 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,864,642 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $70,188 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $59,565 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $4,178 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $4,178 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,774,010 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,750,159 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $20,051 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $212,206 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $7,660 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $108,678 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $160,471 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GELMAN ROSENBERG & FREEDMAN |
Accountancy firm EIN | 2010-12-31 | 521392008 |
2009: COUNCIL ON SOCIAL WORK EDUCATION 403(B) DC AND TDA PLAN 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |