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403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 401k Plan overview

Plan Name403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN
Plan identification number 002

403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PARC, INC. has sponsored the creation of one or more 401k plans.

Company Name:PARC, INC.
Employer identification number (EIN):590791038
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about PARC, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1969-01-02
Company Identification Number: 715815
Legal Registered Office Address: 3190 TYRONE BLVD NORTH

ST PETERSBURG

33710

More information about PARC, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-10-01
0022021-10-01
0022020-10-01
0022019-10-01
0022018-10-01
0022017-10-01
0022017-10-01
0022016-10-01TED DUNBAR TED DUNBAR2018-07-13
0022015-10-01TED DUNBAR TED DUNBAR2017-07-14
0022014-10-01
0022013-10-01
0022012-10-01KAREN HIGGINS
0022011-10-01KAREN HIGGINS
0022010-10-01KAREN HIGGINS
0022009-10-01SUE BUCHHOLTZ
0022009-10-01SUE BUCHHOLTZ

Plan Statistics for 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN

401k plan membership statisitcs for 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN

Measure Date Value
2022: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2022 401k membership
Total participants, beginning-of-year2022-10-01534
Total number of active participants reported on line 7a of the Form 55002022-10-01385
Number of retired or separated participants receiving benefits2022-10-0112
Number of other retired or separated participants entitled to future benefits2022-10-01223
Total of all active and inactive participants2022-10-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-01620
Number of participants with account balances2022-10-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-0126
2021: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2021 401k membership
Total participants, beginning-of-year2021-10-01402
Total number of active participants reported on line 7a of the Form 55002021-10-01355
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-01176
Total of all active and inactive participants2021-10-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-013
Total participants2021-10-01534
Number of participants with account balances2021-10-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-019
2020: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2020 401k membership
Total participants, beginning-of-year2020-10-01446
Total number of active participants reported on line 7a of the Form 55002020-10-01279
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-01140
Total of all active and inactive participants2020-10-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-012
Total participants2020-10-01421
Number of participants with account balances2020-10-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0170
2019: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2019 401k membership
Total participants, beginning-of-year2019-10-01372
Total number of active participants reported on line 7a of the Form 55002019-10-01349
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0196
Total of all active and inactive participants2019-10-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-011
Total participants2019-10-01446
Number of participants with account balances2019-10-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0187
2018: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2018 401k membership
Total participants, beginning-of-year2018-10-01210
Total number of active participants reported on line 7a of the Form 55002018-10-01320
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0152
Total of all active and inactive participants2018-10-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01372
Number of participants with account balances2018-10-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0158
2017: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2017 401k membership
Total participants, beginning-of-year2017-10-01163
Total number of active participants reported on line 7a of the Form 55002017-10-01189
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0121
Total of all active and inactive participants2017-10-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01210
Number of participants with account balances2017-10-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0112
2016: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2016 401k membership
Total participants, beginning-of-year2016-10-01140
Total number of active participants reported on line 7a of the Form 55002016-10-01155
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-018
Total of all active and inactive participants2016-10-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01163
Number of participants with account balances2016-10-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-015
2015: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2015 401k membership
Total participants, beginning-of-year2015-10-01352
Total number of active participants reported on line 7a of the Form 55002015-10-01360
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0111
Total of all active and inactive participants2015-10-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01371
Number of participants with account balances2015-10-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0116
2014: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2014 401k membership
Total participants, beginning-of-year2014-10-01390
Total number of active participants reported on line 7a of the Form 55002014-10-01352
Number of other retired or separated participants entitled to future benefits2014-10-0120
Total of all active and inactive participants2014-10-01372
Total participants2014-10-01372
Number of participants with account balances2014-10-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-018
2013: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2013 401k membership
Total participants, beginning-of-year2013-10-01419
Total number of active participants reported on line 7a of the Form 55002013-10-01371
Number of other retired or separated participants entitled to future benefits2013-10-0119
Total of all active and inactive participants2013-10-01390
Total participants2013-10-01390
Number of participants with account balances2013-10-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-011
2012: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2012 401k membership
Total participants, beginning-of-year2012-10-01372
Total number of active participants reported on line 7a of the Form 55002012-10-01402
Number of other retired or separated participants entitled to future benefits2012-10-0117
Total of all active and inactive participants2012-10-01419
Total participants2012-10-01419
Number of participants with account balances2012-10-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-015
2011: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2011 401k membership
Total participants, beginning-of-year2011-10-01491
Total number of active participants reported on line 7a of the Form 55002011-10-01349
Number of other retired or separated participants entitled to future benefits2011-10-0122
Total of all active and inactive participants2011-10-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-011
Total participants2011-10-01372
Number of participants with account balances2011-10-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-016
2010: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2010 401k membership
Total participants, beginning-of-year2010-10-01502
Total number of active participants reported on line 7a of the Form 55002010-10-01473
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0117
Total of all active and inactive participants2010-10-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-011
Total participants2010-10-01491
Number of participants with account balances2010-10-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-013
2009: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2009 401k membership
Total participants, beginning-of-year2009-10-01460
Total number of active participants reported on line 7a of the Form 55002009-10-01489
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0111
Total of all active and inactive participants2009-10-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-012
Total participants2009-10-01502
Number of participants with account balances2009-10-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-018

Financial Data on 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN

Measure Date Value
2023 : 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-09-30$0
Total unrealized appreciation/depreciation of assets2023-09-30$0
Total transfer of assets to this plan2023-09-30$0
Total transfer of assets from this plan2023-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total income from all sources (including contributions)2023-09-30$750,266
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$283,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$283,150
Expenses. Certain deemed distributions of participant loans2023-09-30$0
Value of total corrective distributions2023-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$446,520
Value of total assets at end of year2023-09-30$2,971,239
Value of total assets at beginning of year2023-09-30$2,504,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$458
Total interest from all sources2023-09-30$5,862
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-09-30$0
Assets. Real estate other than employer real property at end of year2023-09-30$0
Assets. Real estate other than employer real property at beginning of year2023-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-09-30$0
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$500,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Contributions received from participants2023-09-30$378,390
Participant contributions at end of year2023-09-30$0
Participant contributions at beginning of year2023-09-30$0
Participant contributions at end of year2023-09-30$14,383
Participant contributions at beginning of year2023-09-30$13,855
Assets. Other investments not covered elsewhere at end of year2023-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2023-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-09-30$0
Assets. Loans (other than to participants) at end of year2023-09-30$0
Assets. Loans (other than to participants) at beginning of year2023-09-30$0
Other income not declared elsewhere2023-09-30$0
Administrative expenses (other) incurred2023-09-30$458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Income. Non cash contributions2023-09-30$0
Value of net income/loss2023-09-30$466,658
Value of net assets at end of year (total assets less liabilities)2023-09-30$2,971,239
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$2,504,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Assets. partnership/joint venture interests at end of year2023-09-30$0
Assets. partnership/joint venture interests at beginning of year2023-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$0
Value of interest in pooled separate accounts at end of year2023-09-30$2,537,716
Value of interest in pooled separate accounts at beginning of year2023-09-30$2,017,743
Interest on participant loans2023-09-30$0
Income. Interest from loans (other than to participants)2023-09-30$0
Interest earned on other investments2023-09-30$5,862
Income. Interest from US Government securities2023-09-30$0
Income. Interest from corporate debt instruments2023-09-30$0
Value of interest in master investment trust accounts at end of year2023-09-30$0
Value of interest in master investment trust accounts at beginning of year2023-09-30$0
Value of interest in common/collective trusts at end of year2023-09-30$0
Value of interest in common/collective trusts at beginning of year2023-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2023-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-09-30$416,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-09-30$470,334
Expenses. Payments to insurance carriers foe the provision of benefits2023-09-30$0
Asset value of US Government securities at end of year2023-09-30$0
Asset value of US Government securities at beginning of year2023-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$0
Net investment gain/loss from pooled separate accounts2023-09-30$297,884
Net investment gain or loss from common/collective trusts2023-09-30$0
Net gain/loss from 103.12 investment entities2023-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30Yes
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Contributions received in cash from employer2023-09-30$68,130
Employer contributions (assets) at end of year2023-09-30$2,805
Employer contributions (assets) at beginning of year2023-09-30$2,649
Income. Dividends from preferred stock2023-09-30$0
Income. Dividends from common stock2023-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$283,150
Asset. Corporate debt instrument preferred debt at end of year2023-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2023-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2023-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-09-30$0
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Aggregate proceeds on sale of assets2023-09-30$0
Aggregate carrying amount (costs) on sale of assets2023-09-30$0
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2023-09-30431947695
2022 : 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$100,459
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$209,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$206,826
Expenses. Certain deemed distributions of participant loans2022-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$516,975
Value of total assets at end of year2022-09-30$2,504,581
Value of total assets at beginning of year2022-09-30$2,613,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$2,480
Total interest from all sources2022-09-30$2,131
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$328,701
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$0
Participant contributions at end of year2022-09-30$13,855
Participant contributions at beginning of year2022-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$129,194
Other income not declared elsewhere2022-09-30$0
Administrative expenses (other) incurred2022-09-30$2,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-108,847
Value of net assets at end of year (total assets less liabilities)2022-09-30$2,504,581
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$2,613,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$0
Value of interest in pooled separate accounts at end of year2022-09-30$2,017,743
Value of interest in pooled separate accounts at beginning of year2022-09-30$2,105,726
Interest on participant loans2022-09-30$0
Interest earned on other investments2022-09-30$2,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$470,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$507,702
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$0
Net investment gain/loss from pooled separate accounts2022-09-30$-418,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$59,080
Employer contributions (assets) at end of year2022-09-30$2,649
Employer contributions (assets) at beginning of year2022-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$206,826
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2022-09-30431947695
2021 : 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$733,659
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$261,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$259,448
Expenses. Certain deemed distributions of participant loans2021-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$326,371
Value of total assets at end of year2021-09-30$2,613,428
Value of total assets at beginning of year2021-09-30$2,141,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$2,298
Total interest from all sources2021-09-30$4,886
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$274,943
Participant contributions at end of year2021-09-30$0
Participant contributions at beginning of year2021-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$0
Other income not declared elsewhere2021-09-30$0
Administrative expenses (other) incurred2021-09-30$2,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$471,913
Value of net assets at end of year (total assets less liabilities)2021-09-30$2,613,428
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$2,141,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$2,105,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$1,673,956
Interest on participant loans2021-09-30$0
Interest earned on other investments2021-09-30$4,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$507,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$467,559
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$0
Net investment gain/loss from pooled separate accounts2021-09-30$402,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$51,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$259,448
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-09-30431947695
2020 : 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$451,870
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$161,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$160,118
Expenses. Certain deemed distributions of participant loans2020-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$332,759
Value of total assets at end of year2020-09-30$2,141,515
Value of total assets at beginning of year2020-09-30$1,851,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$1,760
Total interest from all sources2020-09-30$5,074
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$274,918
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$6,443
Other income not declared elsewhere2020-09-30$0
Administrative expenses (other) incurred2020-09-30$1,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$289,992
Value of net assets at end of year (total assets less liabilities)2020-09-30$2,141,515
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$1,851,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$1,673,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$1,450,742
Interest on participant loans2020-09-30$0
Interest earned on other investments2020-09-30$5,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$467,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$400,781
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$0
Net investment gain/loss from pooled separate accounts2020-09-30$114,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$51,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$160,118
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-09-30431947695
2019 : 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$336,276
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$97,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$95,812
Expenses. Certain deemed distributions of participant loans2019-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$309,830
Value of total assets at end of year2019-09-30$1,851,523
Value of total assets at beginning of year2019-09-30$1,612,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$1,388
Total interest from all sources2019-09-30$5,828
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$150,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$249,659
Participant contributions at end of year2019-09-30$0
Participant contributions at beginning of year2019-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$12,882
Other income not declared elsewhere2019-09-30$0
Administrative expenses (other) incurred2019-09-30$1,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$239,076
Value of net assets at end of year (total assets less liabilities)2019-09-30$1,851,523
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$1,612,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$1,450,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$1,254,875
Interest on participant loans2019-09-30$0
Interest earned on other investments2019-09-30$5,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$400,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$357,572
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$0
Net investment gain/loss from pooled separate accounts2019-09-30$20,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$47,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$95,812
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-09-30431947695
2018 : 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$323,023
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$267,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$266,122
Expenses. Certain deemed distributions of participant loans2018-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$221,996
Value of total assets at end of year2018-09-30$1,612,447
Value of total assets at beginning of year2018-09-30$1,556,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$1,210
Total interest from all sources2018-09-30$3,415
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$167,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$180,217
Participant contributions at beginning of year2018-09-30$8,831
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$0
Other income not declared elsewhere2018-09-30$0
Administrative expenses (other) incurred2018-09-30$1,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$55,691
Value of net assets at end of year (total assets less liabilities)2018-09-30$1,612,447
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$1,556,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$1,254,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$1,137,443
Interest on participant loans2018-09-30$0
Interest earned on other investments2018-09-30$3,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$357,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$407,591
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$0
Net investment gain/loss from pooled separate accounts2018-09-30$97,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$41,779
Employer contributions (assets) at beginning of year2018-09-30$2,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$266,122
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2018-09-30431947695
2017 : 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$394,098
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$110,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$109,640
Expenses. Certain deemed distributions of participant loans2017-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$281,284
Value of total assets at end of year2017-09-30$1,556,755
Value of total assets at beginning of year2017-09-30$1,273,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$1,261
Total interest from all sources2017-09-30$3,987
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$167,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$137,620
Participant contributions at end of year2017-09-30$0
Participant contributions at beginning of year2017-09-30$0
Participant contributions at end of year2017-09-30$8,831
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$110,210
Other income not declared elsewhere2017-09-30$0
Administrative expenses (other) incurred2017-09-30$1,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$283,197
Value of net assets at end of year (total assets less liabilities)2017-09-30$1,556,755
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$1,273,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$1,137,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$888,681
Interest on participant loans2017-09-30$0
Interest earned on other investments2017-09-30$3,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$407,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$384,877
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$0
Net investment gain/loss from pooled separate accounts2017-09-30$108,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30Yes
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$33,454
Employer contributions (assets) at end of year2017-09-30$2,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$109,640
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2017-09-30431947695
2016 : 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$221,406
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$104,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$103,069
Expenses. Certain deemed distributions of participant loans2016-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$139,507
Value of total assets at end of year2016-09-30$1,273,558
Value of total assets at beginning of year2016-09-30$1,156,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$1,268
Total interest from all sources2016-09-30$3,738
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$150,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$116,502
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$0
Other income not declared elsewhere2016-09-30$0
Administrative expenses (other) incurred2016-09-30$1,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$117,069
Value of net assets at end of year (total assets less liabilities)2016-09-30$1,273,558
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$1,156,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in pooled separate accounts at end of year2016-09-30$888,681
Value of interest in pooled separate accounts at beginning of year2016-09-30$801,899
Interest on participant loans2016-09-30$0
Interest earned on other investments2016-09-30$3,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$384,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$354,590
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$0
Net investment gain/loss from pooled separate accounts2016-09-30$78,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$23,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$103,069
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-09-30431947695
2015 : 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2015 401k financial data
Total income from all sources (including contributions)2015-09-30$131,008
Total of all expenses incurred2015-09-30$150,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$148,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$145,915
Value of total assets at end of year2015-09-30$1,156,489
Value of total assets at beginning of year2015-09-30$1,175,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$1,713
Total interest from all sources2015-09-30$3,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$150,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$121,384
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$286
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-09-30$273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-19,444
Value of net assets at end of year (total assets less liabilities)2015-09-30$1,156,489
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$1,175,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in pooled separate accounts at end of year2015-09-30$801,899
Value of interest in pooled separate accounts at beginning of year2015-09-30$814,304
Interest earned on other investments2015-09-30$3,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$354,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$361,629
Net investment gain/loss from pooled separate accounts2015-09-30$-18,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$24,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$148,466
Contract administrator fees2015-09-30$1,713
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-09-30No
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-09-30431947695
2014 : 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2014 401k financial data
Total income from all sources (including contributions)2014-09-30$256,948
Total of all expenses incurred2014-09-30$261,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$259,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$171,042
Value of total assets at end of year2014-09-30$1,175,933
Value of total assets at beginning of year2014-09-30$1,180,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$1,545
Total interest from all sources2014-09-30$2,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$150,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$144,833
Participant contributions at beginning of year2014-09-30$4,954
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-09-30$178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-4,587
Value of net assets at end of year (total assets less liabilities)2014-09-30$1,175,933
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$1,180,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in pooled separate accounts at end of year2014-09-30$814,304
Value of interest in pooled separate accounts at beginning of year2014-09-30$865,933
Interest earned on other investments2014-09-30$2,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$361,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$308,567
Net investment gain/loss from pooled separate accounts2014-09-30$82,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$26,209
Employer contributions (assets) at beginning of year2014-09-30$1,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$259,812
Contract administrator fees2014-09-30$1,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30No
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-09-30273605969
2013 : 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2013 401k financial data
Total income from all sources (including contributions)2013-09-30$249,945
Total of all expenses incurred2013-09-30$256,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$254,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$140,794
Value of total assets at end of year2013-09-30$1,180,520
Value of total assets at beginning of year2013-09-30$1,186,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$1,854
Total interest from all sources2013-09-30$4,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$150,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$112,465
Participant contributions at end of year2013-09-30$4,954
Participant contributions at beginning of year2013-09-30$4,402
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$2,810
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-09-30$692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$-6,326
Value of net assets at end of year (total assets less liabilities)2013-09-30$1,180,520
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$1,186,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in pooled separate accounts at end of year2013-09-30$865,933
Value of interest in pooled separate accounts at beginning of year2013-09-30$824,453
Interest earned on other investments2013-09-30$4,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$308,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$356,941
Net investment gain/loss from pooled separate accounts2013-09-30$105,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$25,519
Employer contributions (assets) at end of year2013-09-30$1,066
Employer contributions (assets) at beginning of year2013-09-30$1,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$253,725
Contract administrator fees2013-09-30$1,854
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30LEWIS, BIRCH & RICARDO, LLC
Accountancy firm EIN2013-09-30320000304
2012 : 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$135,332
Total unrealized appreciation/depreciation of assets2012-09-30$135,332
Total income from all sources (including contributions)2012-09-30$288,248
Total of all expenses incurred2012-09-30$151,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$149,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$147,090
Value of total assets at end of year2012-09-30$1,186,846
Value of total assets at beginning of year2012-09-30$1,050,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$2,064
Total interest from all sources2012-09-30$5,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$150,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$116,006
Participant contributions at end of year2012-09-30$4,402
Participant contributions at beginning of year2012-09-30$4,817
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$4,037
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$1,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$136,498
Value of net assets at end of year (total assets less liabilities)2012-09-30$1,186,846
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$1,050,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in pooled separate accounts at end of year2012-09-30$824,453
Value of interest in pooled separate accounts at beginning of year2012-09-30$742,042
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$5,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$356,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$302,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$27,047
Employer contributions (assets) at end of year2012-09-30$1,050
Employer contributions (assets) at beginning of year2012-09-30$1,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$148,360
Contract administrator fees2012-09-30$2,064
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30No
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30LEWIS, BIRCH & RICARDO, LLC
Accountancy firm EIN2012-09-30320000304
2011 : 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-13,936
Total unrealized appreciation/depreciation of assets2011-09-30$-13,936
Total income from all sources (including contributions)2011-09-30$291,269
Total of all expenses incurred2011-09-30$86,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$85,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$299,947
Value of total assets at end of year2011-09-30$1,050,348
Value of total assets at beginning of year2011-09-30$845,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$1,845
Total interest from all sources2011-09-30$5,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30No
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$120,278
Participant contributions at end of year2011-09-30$4,817
Participant contributions at beginning of year2011-09-30$5,674
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$152,462
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$204,353
Value of net assets at end of year (total assets less liabilities)2011-09-30$1,050,348
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$845,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in pooled separate accounts at end of year2011-09-30$742,042
Value of interest in pooled separate accounts at beginning of year2011-09-30$665,127
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$5,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$302,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$174,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$27,207
Employer contributions (assets) at end of year2011-09-30$1,205
Employer contributions (assets) at beginning of year2011-09-30$1,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$85,025
Contract administrator fees2011-09-30$1,845
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30LEWIS, BIRCH & RICARDO, LLC
Accountancy firm EIN2011-09-30320000304
2010 : 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN

2022: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan benefit arrangement – InsuranceYes
2021: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – InsuranceYes
2020: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – InsuranceYes
2019: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – InsuranceYes
2017: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedYes
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2010: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: 403B THRIFT PLAN OF PINELLAS ASSOCIATION FOR RETARDED CHILDREN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057141F
Policy instance 1
Insurance contract or identification number057141F
Number of Individuals Covered620
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINCENTIVE COMP.
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057141F
Policy instance 1
Insurance contract or identification number057141F
Number of Individuals Covered531
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $816
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees816
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057141F
Policy instance 1
Insurance contract or identification number057141F
Number of Individuals Covered421
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $816
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees816
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057141F
Policy instance 1
Insurance contract or identification number057141F
Number of Individuals Covered446
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $469
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees469
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057141F
Policy instance 1
Insurance contract or identification number057141F
Number of Individuals Covered372
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $825
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees825
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057141F
Policy instance 1
Insurance contract or identification number057141F
Number of Individuals Covered210
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $307
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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