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THE ARC TAMPA BAY, INC. RETIREMENT PLAN 401k Plan overview

Plan NameTHE ARC TAMPA BAY, INC. RETIREMENT PLAN
Plan identification number 001

THE ARC TAMPA BAY, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE ARC TAMPA BAY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ARC TAMPA BAY, INC.
Employer identification number (EIN):591056551
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about THE ARC TAMPA BAY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1963-12-20
Company Identification Number: 706582
Legal Registered Office Address: 1501 N. BELCHER ROAD

CLEARWATER

33765

More information about THE ARC TAMPA BAY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ARC TAMPA BAY, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01JENNIFER PELLEGRINO2024-07-11
0012021-10-01JENNIFER PELLEGRINO2023-07-15
0012020-10-01JENNIFER PELLEGRINO2022-07-06
0012019-10-01BRIAN SIRACUSA2021-07-15
0012018-10-01JENNIFER C. PELLEGRINO2020-07-14
0012017-10-01
0012016-10-01SHELDON HERSHMAN
0012015-10-01JENNIFER PELLEGRINO
0012014-10-01JENNIFER PELLEGRINO
0012013-10-01JENNIFER PELLEGRINO
0012012-10-01JENNIFER PELLEGRINO
0012011-10-01SHELDON HERSHMAN
0012009-10-01SHELDON HERSHMAN

Plan Statistics for THE ARC TAMPA BAY, INC. RETIREMENT PLAN

401k plan membership statisitcs for THE ARC TAMPA BAY, INC. RETIREMENT PLAN

Measure Date Value
2022: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-01333
Total number of active participants reported on line 7a of the Form 55002022-10-01190
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-01169
Total of all active and inactive participants2022-10-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-01359
Number of participants with account balances2022-10-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-019
2021: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01309
Total number of active participants reported on line 7a of the Form 55002021-10-01294
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0139
Total of all active and inactive participants2021-10-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01333
Number of participants with account balances2021-10-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0113
2020: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01345
Total number of active participants reported on line 7a of the Form 55002020-10-01290
Number of other retired or separated participants entitled to future benefits2020-10-0116
Total of all active and inactive participants2020-10-01306
Total participants2020-10-01306
Number of participants with account balances2020-10-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0110
2019: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01397
Total number of active participants reported on line 7a of the Form 55002019-10-01194
Number of other retired or separated participants entitled to future benefits2019-10-01189
Total of all active and inactive participants2019-10-01383
Total participants2019-10-01383
Number of participants with account balances2019-10-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0119
2018: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01229
Total number of active participants reported on line 7a of the Form 55002018-10-01241
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0133
Total of all active and inactive participants2018-10-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01274
Number of participants with account balances2018-10-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0111
2017: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01340
Total number of active participants reported on line 7a of the Form 55002017-10-01225
Number of retired or separated participants receiving benefits2017-10-015
Number of other retired or separated participants entitled to future benefits2017-10-01132
Total of all active and inactive participants2017-10-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01362
Number of participants with account balances2017-10-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0111
2016: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01317
Total number of active participants reported on line 7a of the Form 55002016-10-01232
Number of retired or separated participants receiving benefits2016-10-014
Number of other retired or separated participants entitled to future benefits2016-10-01104
Total of all active and inactive participants2016-10-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01340
Number of participants with account balances2016-10-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-014
2015: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01274
Total number of active participants reported on line 7a of the Form 55002015-10-01238
Number of retired or separated participants receiving benefits2015-10-015
Number of other retired or separated participants entitled to future benefits2015-10-0174
Total of all active and inactive participants2015-10-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01317
Number of participants with account balances2015-10-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-016
2014: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01247
Total number of active participants reported on line 7a of the Form 55002014-10-01223
Number of retired or separated participants receiving benefits2014-10-014
Number of other retired or separated participants entitled to future benefits2014-10-0147
Total of all active and inactive participants2014-10-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01274
Number of participants with account balances2014-10-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-018
2013: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01254
Total number of active participants reported on line 7a of the Form 55002013-10-01214
Number of retired or separated participants receiving benefits2013-10-012
Number of other retired or separated participants entitled to future benefits2013-10-0131
Total of all active and inactive participants2013-10-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01247
Number of participants with account balances2013-10-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01170
Total number of active participants reported on line 7a of the Form 55002012-10-01235
Number of retired or separated participants receiving benefits2012-10-012
Number of other retired or separated participants entitled to future benefits2012-10-0117
Total of all active and inactive participants2012-10-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01254
Number of participants with account balances2012-10-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01246
Total number of active participants reported on line 7a of the Form 55002011-10-012
Number of retired or separated participants receiving benefits2011-10-01162
Number of other retired or separated participants entitled to future benefits2011-10-016
Total of all active and inactive participants2011-10-01170
Total participants2011-10-01170
2009: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01286
Total number of active participants reported on line 7a of the Form 55002009-10-01253
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0112
Total of all active and inactive participants2009-10-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01265
Number of participants with account balances2009-10-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-013

Financial Data on THE ARC TAMPA BAY, INC. RETIREMENT PLAN

Measure Date Value
2023 : THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-09-30$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$786,353
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$491,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$471,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$459,203
Value of total assets at end of year2023-09-30$3,113,722
Value of total assets at beginning of year2023-09-30$2,818,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$19,729
Total interest from all sources2023-09-30$2,961
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$31,190
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$31,190
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$335,205
Participant contributions at end of year2023-09-30$34,771
Participant contributions at beginning of year2023-09-30$51,505
Participant contributions at end of year2023-09-30$100
Participant contributions at beginning of year2023-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-09-30$1,222
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Income. Non cash contributions2023-09-30$0
Value of net income/loss2023-09-30$295,229
Value of net assets at end of year (total assets less liabilities)2023-09-30$3,113,722
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$2,818,493
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$2,940,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$2,604,730
Interest on participant loans2023-09-30$1,181
Interest earned on other investments2023-09-30$1,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-09-30$137,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-09-30$162,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$292,999
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$123,998
Employer contributions (assets) at end of year2023-09-30$377
Employer contributions (assets) at beginning of year2023-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$471,395
Contract administrator fees2023-09-30$19,729
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
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 : THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-520,410
Total of all expenses incurred2022-09-30$588,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$567,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$439,855
Value of total assets at end of year2022-09-30$2,818,493
Value of total assets at beginning of year2022-09-30$3,927,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$21,048
Total interest from all sources2022-09-30$1,327
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$41,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$41,072
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$325,167
Participant contributions at end of year2022-09-30$51,505
Participant contributions at beginning of year2022-09-30$69,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-1,109,105
Value of net assets at end of year (total assets less liabilities)2022-09-30$2,818,493
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$3,927,598
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$2,604,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$3,653,297
Interest on participant loans2022-09-30$1,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$162,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$205,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-1,002,664
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$114,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$567,647
Contract administrator fees2022-09-30$21,048
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 : THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total transfer of assets to this plan2021-09-30$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$998,227
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$368,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$344,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$424,479
Value of total assets at end of year2021-09-30$3,927,598
Value of total assets at beginning of year2021-09-30$3,297,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$23,507
Total interest from all sources2021-09-30$4,968
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$24,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$24,169
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
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$306,421
Participant contributions at end of year2021-09-30$69,196
Participant contributions at beginning of year2021-09-30$95,214
Participant contributions at beginning of year2021-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$2,689
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$0
Other income not declared elsewhere2021-09-30$0
Total non interest bearing cash at beginning of year2021-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$630,159
Value of net assets at end of year (total assets less liabilities)2021-09-30$3,927,598
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$3,297,439
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$3,653,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$2,908,816
Interest on participant loans2021-09-30$1,949
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$3,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$205,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$293,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$544,611
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$115,369
Employer contributions (assets) at beginning of year2021-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$344,561
Contract administrator fees2021-09-30$23,507
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 PC
Accountancy firm EIN2021-09-30431947695
2020 : THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$0
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total transfer of assets to this plan2020-09-30$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
Expenses. Interest paid2020-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-09-30$0
Total income from all sources (including contributions)2020-09-30$945,198
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$581,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$565,432
Value of total corrective distributions2020-09-30$519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$459,836
Value of total assets at end of year2020-09-30$3,297,439
Value of total assets at beginning of year2020-09-30$2,934,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$15,907
Total income from rents2020-09-30$0
Total interest from all sources2020-09-30$9,040
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$20,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$20,554
Administrative expenses professional fees incurred2020-09-30$0
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$316,231
Participant contributions at end of year2020-09-30$95,214
Participant contributions at beginning of year2020-09-30$129,463
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$23,694
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$0
Other income not declared elsewhere2020-09-30$0
Administrative expenses (other) incurred2020-09-30$0
Liabilities. Value of operating payables at beginning of year2020-09-30$0
Total non interest bearing cash at end of year2020-09-30$0
Total non interest bearing cash at beginning of year2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Income. Non cash contributions2020-09-30$0
Value of net income/loss2020-09-30$363,340
Value of net assets at end of year (total assets less liabilities)2020-09-30$3,297,439
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$2,934,099
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
Investment advisory and management fees2020-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$2,908,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$2,288,801
Interest on participant loans2020-09-30$3,695
Income. Interest from loans (other than to participants)2020-09-30$0
Interest earned on other investments2020-09-30$5,345
Income. Interest from US Government securities2020-09-30$0
Income. Interest from corporate debt instruments2020-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$293,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$515,835
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$455,768
Net investment gain/loss from pooled separate accounts2020-09-30$0
Net investment gain or loss from common/collective trusts2020-09-30$0
Net gain/loss from 103.12 investment entities2020-09-30$0
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$119,911
Employer contributions (assets) at end of year2020-09-30$0
Employer contributions (assets) at beginning of year2020-09-30$0
Income. Dividends from preferred stock2020-09-30$0
Income. Dividends from common stock2020-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$565,432
Contract administrator fees2020-09-30$15,907
Liabilities. Value of benefit claims payable at beginning of year2020-09-30$0
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
Aggregate proceeds on sale of assets2020-09-30$0
Aggregate carrying amount (costs) on sale of assets2020-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-09-30$0
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 PC
Accountancy firm EIN2020-09-30431947695
2019 : THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-09-30$426,697
Total of all expenses incurred2019-09-30$165,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$161,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$362,544
Value of total assets at end of year2019-09-30$2,934,099
Value of total assets at beginning of year2019-09-30$2,672,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$3,429
Total interest from all sources2019-09-30$11,117
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$500,000
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$258,910
Participant contributions at end of year2019-09-30$129,463
Participant contributions at beginning of year2019-09-30$117,922
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$0
Other income not declared elsewhere2019-09-30$17,641
Administrative expenses (other) incurred2019-09-30$3,429
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
Income. Non cash contributions2019-09-30$0
Value of net income/loss2019-09-30$261,328
Value of net assets at end of year (total assets less liabilities)2019-09-30$2,934,099
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$2,672,771
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$2,288,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$2,100,270
Interest on participant loans2019-09-30$4,053
Interest earned on other investments2019-09-30$7,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$515,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$454,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$35,395
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$103,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$161,940
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 : THE ARC TAMPA BAY, INC. RETIREMENT PLAN 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$505,328
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$159,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$159,266
Expenses. Certain deemed distributions of participant loans2018-09-30$0
Value of total corrective distributions2018-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$346,444
Value of total assets at end of year2018-09-30$2,672,771
Value of total assets at beginning of year2018-09-30$2,326,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$0
Total interest from all sources2018-09-30$9,291
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$500,000
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$218,189
Participant contributions at end of year2018-09-30$117,922
Participant contributions at beginning of year2018-09-30$98,116
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$41,875
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$44,965
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$346,062
Value of net assets at end of year (total assets less liabilities)2018-09-30$2,672,771
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$2,326,709
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$2,100,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$1,880,496
Interest on participant loans2018-09-30$3,968
Interest earned on other investments2018-09-30$5,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$454,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$303,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$149,593
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$86,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$159,266
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 name2018-09-30CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2018-09-30721396621
2017 : THE ARC TAMPA BAY, INC. RETIREMENT PLAN 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$459,508
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$174,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$174,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$263,025
Value of total assets at end of year2017-09-30$2,326,709
Value of total assets at beginning of year2017-09-30$2,041,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$0
Total interest from all sources2017-09-30$7,933
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
Assets. Real estate other than employer real property at end of year2017-09-30$0
Assets. Real estate other than employer real property at beginning of year2017-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-09-30$0
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
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$185,025
Participant contributions at end of year2017-09-30$98,116
Participant contributions at beginning of year2017-09-30$82,451
Participant contributions at end of year2017-09-30$0
Participant contributions at beginning of year2017-09-30$0
Assets. Other investments not covered elsewhere at end of year2017-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$44,965
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$0
Assets. Loans (other than to participants) at end of year2017-09-30$0
Assets. Loans (other than to participants) at beginning of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$0
Liabilities. Value of operating payables at end of year2017-09-30$0
Liabilities. Value of operating payables at beginning of year2017-09-30$0
Total non interest bearing cash at end of year2017-09-30$0
Total non interest bearing cash at beginning of year2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$285,188
Value of net assets at end of year (total assets less liabilities)2017-09-30$2,326,709
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$2,041,521
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
Assets. partnership/joint venture interests at end of year2017-09-30$0
Assets. partnership/joint venture interests at beginning of year2017-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$1,880,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$1,632,681
Value of interest in pooled separate accounts at end of year2017-09-30$0
Value of interest in pooled separate accounts at beginning of year2017-09-30$0
Interest on participant loans2017-09-30$3,426
Interest earned on other investments2017-09-30$4,507
Value of interest in master investment trust accounts at end of year2017-09-30$0
Value of interest in master investment trust accounts at beginning of year2017-09-30$0
Value of interest in common/collective trusts at end of year2017-09-30$0
Value of interest in common/collective trusts at beginning of year2017-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2017-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$303,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$326,389
Asset value of US Government securities at end of year2017-09-30$0
Asset value of US Government securities at beginning of year2017-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$188,550
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 contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Assets. Invements in employer securities at end of year2017-09-30$0
Assets. Invements in employer securities at beginning of year2017-09-30$0
Assets. Value of employer real property at end of year2017-09-30$0
Assets. Value of employer real property at beginning of year2017-09-30$0
Contributions received in cash from employer2017-09-30$78,000
Employer contributions (assets) at end of year2017-09-30$0
Employer contributions (assets) at beginning of year2017-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$174,320
Asset. Corporate debt instrument preferred debt at end of year2017-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2017-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2017-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-09-30$0
Liabilities. Value of benefit claims payable at end of year2017-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-09-30$0
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
Liabilities. Value of acquisition indebtedness at end of year2017-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-09-30$0
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 name2017-09-30CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2017-09-30721396621
2016 : THE ARC TAMPA BAY, INC. RETIREMENT PLAN 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$376,905
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$142,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$142,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$248,214
Value of total assets at end of year2016-09-30$2,041,521
Value of total assets at beginning of year2016-09-30$1,807,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$0
Total interest from all sources2016-09-30$9,757
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
Assets. Real estate other than employer real property at end of year2016-09-30$0
Assets. Real estate other than employer real property at beginning of year2016-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-09-30$0
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$174,117
Participant contributions at end of year2016-09-30$82,451
Participant contributions at beginning of year2016-09-30$65,985
Participant contributions at end of year2016-09-30$0
Participant contributions at beginning of year2016-09-30$0
Assets. Other investments not covered elsewhere at end of year2016-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$0
Assets. Loans (other than to participants) at end of year2016-09-30$0
Assets. Loans (other than to participants) at beginning of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$0
Liabilities. Value of operating payables at end of year2016-09-30$0
Liabilities. Value of operating payables at beginning of year2016-09-30$0
Total non interest bearing cash at end of year2016-09-30$0
Total non interest bearing cash at beginning of year2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$234,499
Value of net assets at end of year (total assets less liabilities)2016-09-30$2,041,521
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$1,807,022
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
Assets. partnership/joint venture interests at end of year2016-09-30$0
Assets. partnership/joint venture interests at beginning of year2016-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$1,632,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$1,449,661
Value of interest in pooled separate accounts at end of year2016-09-30$0
Value of interest in pooled separate accounts at beginning of year2016-09-30$0
Interest on participant loans2016-09-30$2,173
Interest earned on other investments2016-09-30$7,584
Value of interest in master investment trust accounts at end of year2016-09-30$0
Value of interest in master investment trust accounts at beginning of year2016-09-30$0
Value of interest in common/collective trusts at end of year2016-09-30$0
Value of interest in common/collective trusts at beginning of year2016-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2016-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$326,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$291,376
Asset value of US Government securities at end of year2016-09-30$0
Asset value of US Government securities at beginning of year2016-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$118,934
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
Assets. Invements in employer securities at end of year2016-09-30$0
Assets. Invements in employer securities at beginning of year2016-09-30$0
Assets. Value of employer real property at end of year2016-09-30$0
Assets. Value of employer real property at beginning of year2016-09-30$0
Contributions received in cash from employer2016-09-30$74,097
Employer contributions (assets) at end of year2016-09-30$0
Employer contributions (assets) at beginning of year2016-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$142,406
Asset. Corporate debt instrument preferred debt at end of year2016-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2016-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2016-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-09-30$0
Liabilities. Value of benefit claims payable at end of year2016-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-09-30$0
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
Liabilities. Value of acquisition indebtedness at end of year2016-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-09-30$0
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 name2016-09-30CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2016-09-30721396621
2015 : THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$242,094
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$229,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$208,752
Expenses. Certain deemed distributions of participant loans2015-09-30$20,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$256,694
Value of total assets at end of year2015-09-30$1,807,022
Value of total assets at beginning of year2015-09-30$1,794,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$0
Total interest from all sources2015-09-30$6,872
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Assets. Real estate other than employer real property at end of year2015-09-30$0
Assets. Real estate other than employer real property at beginning of year2015-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
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$182,225
Participant contributions at end of year2015-09-30$65,985
Participant contributions at beginning of year2015-09-30$68,034
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$0
Assets. Other investments not covered elsewhere at end of year2015-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$0
Assets. Loans (other than to participants) at end of year2015-09-30$0
Assets. Loans (other than to participants) at beginning of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$0
Liabilities. Value of operating payables at end of year2015-09-30$0
Liabilities. Value of operating payables at beginning of year2015-09-30$0
Total non interest bearing cash at end of year2015-09-30$0
Total non interest bearing cash at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$12,506
Value of net assets at end of year (total assets less liabilities)2015-09-30$1,807,022
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$1,794,516
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
Assets. partnership/joint venture interests at end of year2015-09-30$0
Assets. partnership/joint venture interests at beginning of year2015-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$1,449,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$1,463,905
Value of interest in pooled separate accounts at end of year2015-09-30$0
Value of interest in pooled separate accounts at beginning of year2015-09-30$0
Interest on participant loans2015-09-30$2,988
Interest earned on other investments2015-09-30$3,884
Value of interest in master investment trust accounts at end of year2015-09-30$0
Value of interest in master investment trust accounts at beginning of year2015-09-30$0
Value of interest in common/collective trusts at end of year2015-09-30$0
Value of interest in common/collective trusts at beginning of year2015-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2015-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$291,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$262,577
Asset value of US Government securities at end of year2015-09-30$0
Asset value of US Government securities at beginning of year2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-21,472
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
Assets. Invements in employer securities at end of year2015-09-30$0
Assets. Invements in employer securities at beginning of year2015-09-30$0
Assets. Value of employer real property at end of year2015-09-30$0
Assets. Value of employer real property at beginning of year2015-09-30$0
Contributions received in cash from employer2015-09-30$74,469
Employer contributions (assets) at end of year2015-09-30$0
Employer contributions (assets) at beginning of year2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$208,752
Asset. Corporate debt instrument preferred debt at end of year2015-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2015-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$0
Liabilities. Value of benefit claims payable at end of year2015-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-09-30$0
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
Liabilities. Value of acquisition indebtedness at end of year2015-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-09-30$0
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 name2015-09-30CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2015-09-30721396621
2014 : THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$342,719
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$289,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$289,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$227,134
Value of total assets at end of year2014-09-30$1,794,516
Value of total assets at beginning of year2014-09-30$1,741,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$0
Total interest from all sources2014-09-30$5,134
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Assets. Real estate other than employer real property at end of year2014-09-30$0
Assets. Real estate other than employer real property at beginning of year2014-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-09-30$0
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
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$161,263
Participant contributions at end of year2014-09-30$68,034
Participant contributions at beginning of year2014-09-30$63,315
Participant contributions at end of year2014-09-30$0
Participant contributions at beginning of year2014-09-30$5,641
Assets. Other investments not covered elsewhere at end of year2014-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$0
Assets. Loans (other than to participants) at end of year2014-09-30$0
Assets. Loans (other than to participants) at beginning of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$0
Liabilities. Value of operating payables at end of year2014-09-30$0
Liabilities. Value of operating payables at beginning of year2014-09-30$0
Total non interest bearing cash at end of year2014-09-30$0
Total non interest bearing cash at beginning of year2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$53,386
Value of net assets at end of year (total assets less liabilities)2014-09-30$1,794,516
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$1,741,130
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
Assets. partnership/joint venture interests at end of year2014-09-30$0
Assets. partnership/joint venture interests at beginning of year2014-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$1,463,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$1,487,388
Value of interest in pooled separate accounts at end of year2014-09-30$0
Value of interest in pooled separate accounts at beginning of year2014-09-30$0
Interest on participant loans2014-09-30$2,646
Interest earned on other investments2014-09-30$2,488
Value of interest in master investment trust accounts at end of year2014-09-30$0
Value of interest in master investment trust accounts at beginning of year2014-09-30$0
Value of interest in common/collective trusts at end of year2014-09-30$0
Value of interest in common/collective trusts at beginning of year2014-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2014-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$262,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$182,393
Asset value of US Government securities at end of year2014-09-30$0
Asset value of US Government securities at beginning of year2014-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$110,451
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
Assets. Invements in employer securities at end of year2014-09-30$0
Assets. Invements in employer securities at beginning of year2014-09-30$0
Assets. Value of employer real property at end of year2014-09-30$0
Assets. Value of employer real property at beginning of year2014-09-30$0
Contributions received in cash from employer2014-09-30$65,871
Employer contributions (assets) at end of year2014-09-30$0
Employer contributions (assets) at beginning of year2014-09-30$2,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$289,333
Asset. Corporate debt instrument preferred debt at end of year2014-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2014-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$0
Liabilities. Value of benefit claims payable at end of year2014-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-09-30$0
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
Liabilities. Value of acquisition indebtedness at end of year2014-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-09-30$0
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 name2014-09-30CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2014-09-30721396621
2013 : THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$324,802
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$203,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$203,185
Expenses. Certain deemed distributions of participant loans2013-09-30$292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$205,568
Value of total assets at end of year2013-09-30$1,741,130
Value of total assets at beginning of year2013-09-30$1,619,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$0
Total interest from all sources2013-09-30$4,949
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Assets. Real estate other than employer real property at end of year2013-09-30$0
Assets. Real estate other than employer real property at beginning of year2013-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-09-30$0
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
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$140,533
Participant contributions at end of year2013-09-30$63,315
Participant contributions at beginning of year2013-09-30$63,882
Participant contributions at end of year2013-09-30$5,641
Participant contributions at beginning of year2013-09-30$4,184
Assets. Other investments not covered elsewhere at end of year2013-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$0
Assets. Loans (other than to participants) at end of year2013-09-30$0
Assets. Loans (other than to participants) at beginning of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$0
Liabilities. Value of operating payables at end of year2013-09-30$0
Liabilities. Value of operating payables at beginning of year2013-09-30$0
Total non interest bearing cash at end of year2013-09-30$0
Total non interest bearing cash at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$121,325
Value of net assets at end of year (total assets less liabilities)2013-09-30$1,741,130
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$1,619,805
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
Assets. partnership/joint venture interests at end of year2013-09-30$0
Assets. partnership/joint venture interests at beginning of year2013-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$1,487,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$1,549,518
Value of interest in pooled separate accounts at end of year2013-09-30$0
Value of interest in pooled separate accounts at beginning of year2013-09-30$0
Interest on participant loans2013-09-30$1,578
Interest earned on other investments2013-09-30$3,371
Value of interest in master investment trust accounts at end of year2013-09-30$0
Value of interest in master investment trust accounts at beginning of year2013-09-30$0
Value of interest in common/collective trusts at end of year2013-09-30$0
Value of interest in common/collective trusts at beginning of year2013-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2013-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$182,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$0
Asset value of US Government securities at end of year2013-09-30$0
Asset value of US Government securities at beginning of year2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$114,285
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
Assets. Invements in employer securities at end of year2013-09-30$0
Assets. Invements in employer securities at beginning of year2013-09-30$0
Assets. Value of employer real property at end of year2013-09-30$0
Assets. Value of employer real property at beginning of year2013-09-30$0
Contributions received in cash from employer2013-09-30$65,035
Employer contributions (assets) at end of year2013-09-30$2,393
Employer contributions (assets) at beginning of year2013-09-30$2,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$203,185
Asset. Corporate debt instrument preferred debt at end of year2013-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2013-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$0
Liabilities. Value of benefit claims payable at end of year2013-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-09-30$0
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
Liabilities. Value of acquisition indebtedness at end of year2013-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-09-30$0
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 name2013-09-30CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2013-09-30721396621
2012 : THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$390,344
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$46,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$44,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$178,907
Value of total assets at end of year2012-09-30$1,619,805
Value of total assets at beginning of year2012-09-30$1,275,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$2,100
Total interest from all sources2012-09-30$2,472
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
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$1,000,000
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$114,645
Participant contributions at end of year2012-09-30$63,882
Participant contributions at beginning of year2012-09-30$58,011
Participant contributions at end of year2012-09-30$4,184
Participant contributions at beginning of year2012-09-30$4,160
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$39,160
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$344,175
Value of net assets at end of year (total assets less liabilities)2012-09-30$1,619,805
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$1,275,630
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 registered invesment companies (eg mutual funds) at end of year2012-09-30$1,549,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$1,211,336
Interest on participant loans2012-09-30$2,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$208,965
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$25,102
Employer contributions (assets) at end of year2012-09-30$2,221
Employer contributions (assets) at beginning of year2012-09-30$2,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$44,069
Contract administrator fees2012-09-30$2,100
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 name2012-09-30CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2012-09-30721396621
2011 : THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$127,477
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$553,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$550,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$173,739
Value of total assets at end of year2011-09-30$1,275,630
Value of total assets at beginning of year2011-09-30$1,701,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$2,601
Total interest from all sources2011-09-30$2,652
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
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 bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
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$112,231
Participant contributions at end of year2011-09-30$58,011
Participant contributions at beginning of year2011-09-30$73,184
Participant contributions at end of year2011-09-30$4,160
Participant contributions at beginning of year2011-09-30$8,802
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-425,795
Value of net assets at end of year (total assets less liabilities)2011-09-30$1,275,630
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$1,701,425
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 registered invesment companies (eg mutual funds) at end of year2011-09-30$1,211,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$1,614,786
Interest on participant loans2011-09-30$2,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-48,914
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
Assets. Invements in employer securities at end of year2011-09-30$0
Assets. Invements in employer securities at beginning of year2011-09-30$0
Contributions received in cash from employer2011-09-30$61,508
Employer contributions (assets) at end of year2011-09-30$2,123
Employer contributions (assets) at beginning of year2011-09-30$4,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$550,671
Contract administrator fees2011-09-30$2,601
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 name2011-09-30CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2011-09-30721396621
2010 : THE ARC TAMPA BAY, INC. RETIREMENT PLAN 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 THE ARC TAMPA BAY, INC. RETIREMENT PLAN

2022: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 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 funding arrangement – TrustYes
2022-10-01Plan benefit arrangement – InsuranceYes
2022-10-01Plan benefit arrangement - TrustYes
2021: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 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 funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 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 funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 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 funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 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 funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
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 funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 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 funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 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 funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: THE ARC TAMPA BAY, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70825
Policy instance 1
Insurance contract or identification number70825
Number of Individuals Covered196
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $128
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 $128
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70825
Policy instance 1
Insurance contract or identification number70825
Number of Individuals Covered204
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $172
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $172
Amount paid for insurance broker fees0
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70825
Policy instance 1
Insurance contract or identification number70825
Number of Individuals Covered209
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 $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70825
Policy instance 1
Insurance contract or identification number70825
Number of Individuals Covered224
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 $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70825
Policy instance 1
Insurance contract or identification number70825
Number of Individuals Covered282
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $9,359
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $725
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number70825
Policy instance 1
Insurance contract or identification number70825
Number of Individuals Covered257
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $11,128
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

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