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CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 401k Plan overview

Plan NameCITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST
Plan identification number 001

CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CITY OF CRESCENT CITY has sponsored the creation of one or more 401k plans.

Company Name:CITY OF CRESCENT CITY
Employer identification number (EIN):596000294
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01PATRICK J. KENNEDY PATRICK J. KENNEDY2019-03-18
0012016-10-01PATRICK J. KENNEDY PATRICK J. KENNEDY2018-03-12
0012015-10-01PATRICK J. KENNEDY PATRICK J. KENNEDY2017-03-28
0012014-10-01PATRICK J. KENNEDY PATRICK J. KENNEDY2016-04-19
0012013-10-01PATRICK J. KENNEDY PATRICK J. KENNEDY2015-04-16
0012012-10-01PATRICK J. KENNEDY PATRICK J. KENNEDY2014-04-23
0012011-10-01PATRICK J. KENNEDY PATRICK J. KENNEDY2013-04-04
0012009-10-01PATRICK J. KENNEDY PATRICK J. KENNEDY2011-04-05

Plan Statistics for CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST

401k plan membership statisitcs for CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2022: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-10-0125
Total number of active participants reported on line 7a of the Form 55002022-10-0117
Number of retired or separated participants receiving benefits2022-10-012
Number of other retired or separated participants entitled to future benefits2022-10-014
Total of all active and inactive participants2022-10-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-0123
Number of participants with account balances2022-10-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-010
2021: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-10-0122
Total number of active participants reported on line 7a of the Form 55002021-10-0117
Number of retired or separated participants receiving benefits2021-10-013
Number of other retired or separated participants entitled to future benefits2021-10-015
Total of all active and inactive participants2021-10-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-0125
Number of participants with account balances2021-10-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-10-0124
Total number of active participants reported on line 7a of the Form 55002020-10-0115
Number of retired or separated participants receiving benefits2020-10-012
Number of other retired or separated participants entitled to future benefits2020-10-015
Total of all active and inactive participants2020-10-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-0122
Number of participants with account balances2020-10-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-10-0127
Total number of active participants reported on line 7a of the Form 55002019-10-0118
Number of retired or separated participants receiving benefits2019-10-011
Number of other retired or separated participants entitled to future benefits2019-10-015
Total of all active and inactive participants2019-10-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-0124
Number of participants with account balances2019-10-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-011
2018: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-10-0125
Total number of active participants reported on line 7a of the Form 55002018-10-0121
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-016
Total of all active and inactive participants2018-10-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-0127
Number of participants with account balances2018-10-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-10-0125
Total number of active participants reported on line 7a of the Form 55002017-10-0119
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-016
Total of all active and inactive participants2017-10-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-0125
Number of participants with account balances2017-10-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-10-0122
Total number of active participants reported on line 7a of the Form 55002016-10-0118
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-017
Total of all active and inactive participants2016-10-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-0125
Number of participants with account balances2016-10-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-10-0123
Total number of active participants reported on line 7a of the Form 55002015-10-0115
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-017
Total of all active and inactive participants2015-10-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0122
Number of participants with account balances2015-10-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-10-0124
Total number of active participants reported on line 7a of the Form 55002014-10-0116
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-017
Total of all active and inactive participants2014-10-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0123
Number of participants with account balances2014-10-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-10-0125
Total number of active participants reported on line 7a of the Form 55002013-10-0120
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-014
Total of all active and inactive participants2013-10-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0124
Number of participants with account balances2013-10-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-10-0126
Total number of active participants reported on line 7a of the Form 55002012-10-0119
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-015
Total of all active and inactive participants2012-10-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0124
Number of participants with account balances2012-10-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-10-0126
Total number of active participants reported on line 7a of the Form 55002011-10-0117
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-016
Total of all active and inactive participants2011-10-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0123
Number of participants with account balances2011-10-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-0125
Total number of active participants reported on line 7a of the Form 55002009-10-0117
Number of retired or separated participants receiving benefits2009-10-012
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-016
Total participants2009-10-0125
Number of participants with account balances2009-10-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2023 : CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2023 401k financial data
Total plan liabilities at end of year2023-09-30$0
Total plan liabilities at beginning of year2023-09-30$0
Total income from all sources2023-09-30$101,403
Expenses. Total of all expenses incurred2023-09-30$136,155
Benefits paid (including direct rollovers)2023-09-30$136,155
Total plan assets at end of year2023-09-30$522,804
Total plan assets at beginning of year2023-09-30$557,556
Value of fidelity bond covering the plan2023-09-30$1,000,000
Other income received2023-09-30$64,505
Net income (gross income less expenses)2023-09-30$-34,752
Net plan assets at end of year (total assets less liabilities)2023-09-30$522,804
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$557,556
Total contributions received or receivable from employer(s)2023-09-30$36,898
2022 : CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year2022-09-30$0
Total plan liabilities at beginning of year2022-09-30$0
Total income from all sources2022-09-30$-49,274
Expenses. Total of all expenses incurred2022-09-30$0
Total plan assets at end of year2022-09-30$557,556
Total plan assets at beginning of year2022-09-30$606,830
Value of fidelity bond covering the plan2022-09-30$1,000,000
Other income received2022-09-30$-81,638
Net income (gross income less expenses)2022-09-30$-49,274
Net plan assets at end of year (total assets less liabilities)2022-09-30$557,556
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$606,830
Total contributions received or receivable from employer(s)2022-09-30$32,364
2021 : CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year2021-09-30$0
Total plan liabilities at beginning of year2021-09-30$0
Total income from all sources2021-09-30$119,745
Expenses. Total of all expenses incurred2021-09-30$75,875
Benefits paid (including direct rollovers)2021-09-30$75,875
Total plan assets at end of year2021-09-30$606,830
Total plan assets at beginning of year2021-09-30$562,960
Value of fidelity bond covering the plan2021-09-30$1,000,000
Other income received2021-09-30$93,563
Net income (gross income less expenses)2021-09-30$43,870
Net plan assets at end of year (total assets less liabilities)2021-09-30$606,830
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$562,960
Total contributions received or receivable from employer(s)2021-09-30$26,182
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Funding deficiency by the employer to the plan for this plan year2021-09-30$0
Minimum employer required contribution for this plan year2021-09-30$26,182
Amount contributed by the employer to the plan for this plan year2021-09-30$26,182
2020 : CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year2020-09-30$0
Total plan liabilities at beginning of year2020-09-30$0
Total income from all sources2020-09-30$96,707
Expenses. Total of all expenses incurred2020-09-30$72,055
Benefits paid (including direct rollovers)2020-09-30$72,055
Total plan assets at end of year2020-09-30$562,960
Total plan assets at beginning of year2020-09-30$538,308
Value of fidelity bond covering the plan2020-09-30$1,000,000
Other income received2020-09-30$67,767
Net income (gross income less expenses)2020-09-30$24,652
Net plan assets at end of year (total assets less liabilities)2020-09-30$562,960
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$538,308
Total contributions received or receivable from employer(s)2020-09-30$28,940
2019 : CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-09-30$0
Total income from all sources2019-09-30$44,874
Expenses. Total of all expenses incurred2019-09-30$0
Total plan assets at end of year2019-09-30$538,308
Total plan assets at beginning of year2019-09-30$493,434
Value of fidelity bond covering the plan2019-09-30$1,000,000
Other income received2019-09-30$10,518
Net income (gross income less expenses)2019-09-30$44,874
Net plan assets at end of year (total assets less liabilities)2019-09-30$538,308
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$493,434
Total contributions received or receivable from employer(s)2019-09-30$34,356
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Funding deficiency by the employer to the plan for this plan year2019-09-30$0
Minimum employer required contribution for this plan year2019-09-30$34,356
Amount contributed by the employer to the plan for this plan year2019-09-30$34,356
2018 : CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2018 401k financial data
Total plan liabilities at beginning of year2018-09-30$0
Total income from all sources2018-09-30$72,376
Expenses. Total of all expenses incurred2018-09-30$16,494
Benefits paid (including direct rollovers)2018-09-30$16,494
Total plan assets at end of year2018-09-30$493,434
Total plan assets at beginning of year2018-09-30$437,552
Value of fidelity bond covering the plan2018-09-30$1,000,000
Other income received2018-09-30$41,474
Net income (gross income less expenses)2018-09-30$55,882
Net plan assets at end of year (total assets less liabilities)2018-09-30$493,434
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$437,552
Total contributions received or receivable from employer(s)2018-09-30$30,902
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Funding deficiency by the employer to the plan for this plan year2018-09-30$0
Minimum employer required contribution for this plan year2018-09-30$30,902
Amount contributed by the employer to the plan for this plan year2018-09-30$30,902
2017 : CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-09-30$0
Total plan liabilities at beginning of year2017-09-30$0
Total income from all sources2017-09-30$66,106
Expenses. Total of all expenses incurred2017-09-30$1,805
Benefits paid (including direct rollovers)2017-09-30$1,805
Total plan assets at end of year2017-09-30$437,552
Total plan assets at beginning of year2017-09-30$373,251
Value of fidelity bond covering the plan2017-09-30$1,000,000
Other income received2017-09-30$36,604
Net income (gross income less expenses)2017-09-30$64,301
Net plan assets at end of year (total assets less liabilities)2017-09-30$437,552
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$373,251
Total contributions received or receivable from employer(s)2017-09-30$29,502
2016 : CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-09-30$0
Total plan liabilities at beginning of year2016-09-30$0
Total income from all sources2016-09-30$56,749
Expenses. Total of all expenses incurred2016-09-30$84,349
Benefits paid (including direct rollovers)2016-09-30$84,349
Total plan assets at end of year2016-09-30$373,251
Total plan assets at beginning of year2016-09-30$400,851
Value of fidelity bond covering the plan2016-09-30$1,000,000
Other income received2016-09-30$28,254
Net income (gross income less expenses)2016-09-30$-27,600
Net plan assets at end of year (total assets less liabilities)2016-09-30$373,251
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$400,851
Total contributions received or receivable from employer(s)2016-09-30$28,495
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Funding deficiency by the employer to the plan for this plan year2016-09-30$0
Minimum employer required contribution for this plan year2016-09-30$28,495
Amount contributed by the employer to the plan for this plan year2016-09-30$28,495
2015 : CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-09-30$0
Total plan liabilities at end of year2015-09-30$0
Total plan liabilities at beginning of year2015-09-30$0
Total income from all sources2015-09-30$27,584
Expenses. Total of all expenses incurred2015-09-30$18,047
Benefits paid (including direct rollovers)2015-09-30$18,047
Total plan assets at end of year2015-09-30$400,851
Total plan assets at beginning of year2015-09-30$391,314
Value of fidelity bond covering the plan2015-09-30$1,000,000
Other income received2015-09-30$-891
Net income (gross income less expenses)2015-09-30$9,537
Net plan assets at end of year (total assets less liabilities)2015-09-30$400,851
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$391,314
Total contributions received or receivable from employer(s)2015-09-30$28,475
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Funding deficiency by the employer to the plan for this plan year2015-09-30$0
Minimum employer required contribution for this plan year2015-09-30$28,475
Amount contributed by the employer to the plan for this plan year2015-09-30$28,475
2014 : CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-09-30$0
Total plan liabilities at beginning of year2014-09-30$0
Total income from all sources2014-09-30$59,588
Expenses. Total of all expenses incurred2014-09-30$2,802
Benefits paid (including direct rollovers)2014-09-30$2,802
Total plan assets at end of year2014-09-30$391,314
Total plan assets at beginning of year2014-09-30$334,528
Value of fidelity bond covering the plan2014-09-30$1,000,000
Other income received2014-09-30$29,970
Net income (gross income less expenses)2014-09-30$56,786
Net plan assets at end of year (total assets less liabilities)2014-09-30$391,314
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$334,528
Total contributions received or receivable from employer(s)2014-09-30$29,618
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Funding deficiency by the employer to the plan for this plan year2014-09-30$0
Minimum employer required contribution for this plan year2014-09-30$29,618
Amount contributed by the employer to the plan for this plan year2014-09-30$29,618
2013 : CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-09-30$0
Total plan liabilities at beginning of year2013-09-30$0
Total income from all sources2013-09-30$58,534
Expenses. Total of all expenses incurred2013-09-30$11,258
Benefits paid (including direct rollovers)2013-09-30$11,258
Total plan assets at end of year2013-09-30$334,528
Total plan assets at beginning of year2013-09-30$287,252
Value of fidelity bond covering the plan2013-09-30$1,000,000
Other income received2013-09-30$29,264
Net income (gross income less expenses)2013-09-30$47,276
Net plan assets at end of year (total assets less liabilities)2013-09-30$334,528
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$287,252
Total contributions received or receivable from employer(s)2013-09-30$29,270
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Funding deficiency by the employer to the plan for this plan year2013-09-30$0
Minimum employer required contribution for this plan year2013-09-30$29,270
Amount contributed by the employer to the plan for this plan year2013-09-30$29,270
2012 : CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-09-30$0
Total plan liabilities at beginning of year2012-09-30$0
Total income from all sources2012-09-30$61,184
Expenses. Total of all expenses incurred2012-09-30$138,925
Benefits paid (including direct rollovers)2012-09-30$138,925
Total plan assets at end of year2012-09-30$287,252
Total plan assets at beginning of year2012-09-30$364,993
Value of fidelity bond covering the plan2012-09-30$1,000,000
Other income received2012-09-30$35,786
Net income (gross income less expenses)2012-09-30$-77,741
Net plan assets at end of year (total assets less liabilities)2012-09-30$287,252
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$364,993
Total contributions received or receivable from employer(s)2012-09-30$25,398
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Funding deficiency by the employer to the plan for this plan year2012-09-30$0
Minimum employer required contribution for this plan year2012-09-30$25,398
Amount contributed by the employer to the plan for this plan year2012-09-30$25,398
2011 : CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-09-30$0
Total plan liabilities at end of year2011-09-30$0
Total plan liabilities at beginning of year2011-09-30$0
Total income from all sources2011-09-30$29,666
Expenses. Total of all expenses incurred2011-09-30$6,000
Benefits paid (including direct rollovers)2011-09-30$6,000
Total plan assets at end of year2011-09-30$364,993
Total plan assets at beginning of year2011-09-30$341,327
Value of fidelity bond covering the plan2011-09-30$1,000,000
Other income received2011-09-30$-1,253
Net income (gross income less expenses)2011-09-30$23,666
Net plan assets at end of year (total assets less liabilities)2011-09-30$364,993
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$341,327
Total contributions received or receivable from employer(s)2011-09-30$30,919
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Funding deficiency by the employer to the plan for this plan year2011-09-30$0
Minimum employer required contribution for this plan year2011-09-30$30,919
Amount contributed by the employer to the plan for this plan year2011-09-30$30,919
2010 : CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 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
Funding deficiency by the employer to the plan for this plan year2010-09-30$0
Minimum employer required contribution for this plan year2010-09-30$27,911
Amount contributed by the employer to the plan for this plan year2010-09-30$27,911

Form 5500 Responses for CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST

2022: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 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: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 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: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 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: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 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: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 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: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 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: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 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: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 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: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 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: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 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: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 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: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 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 – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: CITY OF CRESCENT CITY MONEY PURCHASE PENSION PLAN AND TRUST 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 – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG30253
Policy instance 1
Insurance contract or identification numberG30253
Number of Individuals Covered21
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $330
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 Administration0
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?Yes
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 $330
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG30253
Policy instance 1
Insurance contract or identification numberG30253
Number of Individuals Covered22
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $262
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 Administration0
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?Yes
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 $262
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG30253
Policy instance 1
Insurance contract or identification numberG30253
Number of Individuals Covered19
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $289
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 Administration0
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?Yes
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 $289
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG30253
Policy instance 1
Insurance contract or identification numberG30253
Number of Individuals Covered24
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $344
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 Administration0
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?Yes
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 $344
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG30253
Policy instance 1
Insurance contract or identification numberG30253
Number of Individuals Covered25
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $309
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 Administration0
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?Yes
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 $309
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG30253
Policy instance 1
Insurance contract or identification numberG30253
Number of Individuals Covered23
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $295
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 Administration0
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?Yes
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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