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CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameCITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN
Plan identification number 001

CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 HALEYVILLE WATER WORKS & SEWER BOARD has sponsored the creation of one or more 401k plans.

Company Name:CITY OF HALEYVILLE WATER WORKS & SEWER BOARD
Employer identification number (EIN):636004975
NAIC Classification:221300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN

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
0012017-10-01WILLIAM LANE BATES
0012016-10-01WILLIAM LANE BATES
0012015-10-01JAMES DAVID COX
0012014-10-01JAMES DAVID COX
0012013-10-01JAMES DAVID COX
0012012-10-01JAMES DAVID COX
0012011-10-01JAMES DAVID COX
0012010-10-01JAMES DAVID COX
0012009-10-01JAMES DAVID COX

Plan Statistics for CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN

Measure Date Value
2022: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-0120
Total number of active participants reported on line 7a of the Form 55002022-10-0118
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-012
Total of all active and inactive participants2022-10-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-0120
Number of participants with account balances2022-10-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-010
2021: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-0116
Total number of active participants reported on line 7a of the Form 55002021-10-0118
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-012
Total of all active and inactive participants2021-10-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-0120
Number of participants with account balances2021-10-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-0117
Total number of active participants reported on line 7a of the Form 55002020-10-0114
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-012
Total of all active and inactive participants2020-10-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-0116
Number of participants with account balances2020-10-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-0119
Total number of active participants reported on line 7a of the Form 55002019-10-0114
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-013
Total of all active and inactive participants2019-10-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-0117
Number of participants with account balances2019-10-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-011
2018: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-0118
Total number of active participants reported on line 7a of the Form 55002018-10-0117
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-012
Total of all active and inactive participants2018-10-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-0119
Number of participants with account balances2018-10-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-0113
Total number of active participants reported on line 7a of the Form 55002017-10-0117
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-011
Total of all active and inactive participants2017-10-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-0118
Number of participants with account balances2017-10-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0118
Total number of active participants reported on line 7a of the Form 55002016-10-0112
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-011
Total of all active and inactive participants2016-10-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-0113
Number of participants with account balances2016-10-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-011
2015: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0119
Total number of active participants reported on line 7a of the Form 55002015-10-0116
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-012
Total of all active and inactive participants2015-10-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0118
Number of participants with account balances2015-10-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-011
2014: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0119
Total number of active participants reported on line 7a of the Form 55002014-10-0118
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-011
Total of all active and inactive participants2014-10-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0119
Number of participants with account balances2014-10-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0118
Total number of active participants reported on line 7a of the Form 55002013-10-0118
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-011
Total of all active and inactive participants2013-10-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0119
Number of participants with account balances2013-10-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0119
Total number of active participants reported on line 7a of the Form 55002012-10-0117
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-011
Total of all active and inactive participants2012-10-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0118
Number of participants with account balances2012-10-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0118
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 benefits2011-10-012
Total of all active and inactive participants2011-10-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0119
Number of participants with account balances2011-10-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-0118
Total number of active participants reported on line 7a of the Form 55002010-10-0117
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-011
Total of all active and inactive participants2010-10-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-0118
Number of participants with account balances2010-10-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0120
Total number of active participants reported on line 7a of the Form 55002009-10-0118
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0118
Number of participants with account balances2009-10-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN

Measure Date Value
2023 : CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 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$260,674
Expenses. Total of all expenses incurred2023-09-30$12,002
Benefits paid (including direct rollovers)2023-09-30$0
Total plan assets at end of year2023-09-30$2,087,395
Total plan assets at beginning of year2023-09-30$1,838,723
Total contributions received or receivable from participants2023-09-30$0
Expenses. Other expenses not covered elsewhere2023-09-30$0
Contributions received from other sources (not participants or employers)2023-09-30$0
Other income received2023-09-30$161,258
Noncash contributions received2023-09-30$0
Net income (gross income less expenses)2023-09-30$248,672
Net plan assets at end of year (total assets less liabilities)2023-09-30$2,087,395
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$1,838,723
Total contributions received or receivable from employer(s)2023-09-30$99,416
Value of certain deemed distributions of participant loans2023-09-30$0
Value of corrective distributions2023-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-09-30$12,002
2022 : CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2022 401k financial data
Transfers to/from the plan2022-09-30$0
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$54,334
Expenses. Total of all expenses incurred2022-09-30$0
Benefits paid (including direct rollovers)2022-09-30$0
Total plan assets at end of year2022-09-30$1,838,723
Total plan assets at beginning of year2022-09-30$1,784,389
Total contributions received or receivable from participants2022-09-30$0
Expenses. Other expenses not covered elsewhere2022-09-30$0
Contributions received from other sources (not participants or employers)2022-09-30$0
Other income received2022-09-30$-36,447
Noncash contributions received2022-09-30$0
Net income (gross income less expenses)2022-09-30$54,334
Net plan assets at end of year (total assets less liabilities)2022-09-30$1,838,723
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$1,784,389
Total contributions received or receivable from employer(s)2022-09-30$90,781
Value of certain deemed distributions of participant loans2022-09-30$0
Value of corrective distributions2022-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-09-30$0
Funding deficiency by the employer to the plan for this plan year2022-09-30$0
Minimum employer required contribution for this plan year2022-09-30$90,781
Amount contributed by the employer to the plan for this plan year2022-09-30$90,781
2021 : CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2021 401k financial data
Transfers to/from the plan2021-09-30$0
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$240,733
Expenses. Total of all expenses incurred2021-09-30$258,409
Benefits paid (including direct rollovers)2021-09-30$258,409
Total plan assets at end of year2021-09-30$1,784,389
Total plan assets at beginning of year2021-09-30$1,802,065
Total contributions received or receivable from participants2021-09-30$0
Expenses. Other expenses not covered elsewhere2021-09-30$0
Contributions received from other sources (not participants or employers)2021-09-30$0
Other income received2021-09-30$164,254
Noncash contributions received2021-09-30$0
Net income (gross income less expenses)2021-09-30$-17,676
Net plan assets at end of year (total assets less liabilities)2021-09-30$1,784,389
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$1,802,065
Total contributions received or receivable from employer(s)2021-09-30$76,479
Value of certain deemed distributions of participant loans2021-09-30$0
Value of corrective distributions2021-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-09-30$0
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$76,479
Amount contributed by the employer to the plan for this plan year2021-09-30$76,479
2020 : CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2020 401k financial data
Transfers to/from the plan2020-09-30$0
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$175,124
Expenses. Total of all expenses incurred2020-09-30$290,345
Benefits paid (including direct rollovers)2020-09-30$290,345
Total plan assets at end of year2020-09-30$1,802,065
Total plan assets at beginning of year2020-09-30$1,917,286
Total contributions received or receivable from participants2020-09-30$0
Expenses. Other expenses not covered elsewhere2020-09-30$0
Contributions received from other sources (not participants or employers)2020-09-30$0
Other income received2020-09-30$93,477
Noncash contributions received2020-09-30$0
Net income (gross income less expenses)2020-09-30$-115,221
Net plan assets at end of year (total assets less liabilities)2020-09-30$1,802,065
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$1,917,286
Total contributions received or receivable from employer(s)2020-09-30$81,647
Value of certain deemed distributions of participant loans2020-09-30$0
Value of corrective distributions2020-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-09-30$0
Funding deficiency by the employer to the plan for this plan year2020-09-30$0
Minimum employer required contribution for this plan year2020-09-30$81,647
Amount contributed by the employer to the plan for this plan year2020-09-30$81,647
2019 : CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-09-30$0
Total plan liabilities at end of year2019-09-30$0
Total plan liabilities at beginning of year2019-09-30$0
Total income from all sources2019-09-30$146,177
Expenses. Total of all expenses incurred2019-09-30$0
Benefits paid (including direct rollovers)2019-09-30$0
Total plan assets at end of year2019-09-30$1,917,286
Total plan assets at beginning of year2019-09-30$1,771,109
Total contributions received or receivable from participants2019-09-30$0
Expenses. Other expenses not covered elsewhere2019-09-30$0
Contributions received from other sources (not participants or employers)2019-09-30$0
Other income received2019-09-30$68,808
Noncash contributions received2019-09-30$0
Net income (gross income less expenses)2019-09-30$146,177
Net plan assets at end of year (total assets less liabilities)2019-09-30$1,917,286
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$1,771,109
Total contributions received or receivable from employer(s)2019-09-30$77,369
Value of certain deemed distributions of participant loans2019-09-30$0
Value of corrective distributions2019-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$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$77,369
Amount contributed by the employer to the plan for this plan year2019-09-30$77,369
2018 : CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2018 401k financial data
Transfers to/from the plan2018-09-30$0
Total plan liabilities at end of year2018-09-30$0
Total plan liabilities at beginning of year2018-09-30$0
Total income from all sources2018-09-30$162,900
Expenses. Total of all expenses incurred2018-09-30$0
Benefits paid (including direct rollovers)2018-09-30$0
Total plan assets at end of year2018-09-30$1,771,109
Total plan assets at beginning of year2018-09-30$1,608,209
Total contributions received or receivable from participants2018-09-30$0
Expenses. Other expenses not covered elsewhere2018-09-30$0
Contributions received from other sources (not participants or employers)2018-09-30$0
Other income received2018-09-30$0
Noncash contributions received2018-09-30$97,272
Net income (gross income less expenses)2018-09-30$162,900
Net plan assets at end of year (total assets less liabilities)2018-09-30$1,771,109
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$1,608,209
Total contributions received or receivable from employer(s)2018-09-30$65,628
Value of certain deemed distributions of participant loans2018-09-30$0
Value of corrective distributions2018-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-09-30$0
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$65,628
Amount contributed by the employer to the plan for this plan year2018-09-30$65,628
2017 : CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-09-30$0
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$143,724
Expenses. Total of all expenses incurred2017-09-30$808,760
Benefits paid (including direct rollovers)2017-09-30$808,760
Total plan assets at end of year2017-09-30$1,608,209
Total plan assets at beginning of year2017-09-30$2,273,245
Value of fidelity bond covering the plan2017-09-30$300,000
Total contributions received or receivable from participants2017-09-30$0
Expenses. Other expenses not covered elsewhere2017-09-30$0
Contributions received from other sources (not participants or employers)2017-09-30$0
Other income received2017-09-30$85,958
Noncash contributions received2017-09-30$0
Net income (gross income less expenses)2017-09-30$-665,036
Net plan assets at end of year (total assets less liabilities)2017-09-30$1,608,209
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$2,273,245
Total contributions received or receivable from employer(s)2017-09-30$57,766
Value of certain deemed distributions of participant loans2017-09-30$0
Value of corrective distributions2017-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-09-30$0
Funding deficiency by the employer to the plan for this plan year2017-09-30$0
Minimum employer required contribution for this plan year2017-09-30$57,766
Amount contributed by the employer to the plan for this plan year2017-09-30$57,766
2016 : CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-09-30$0
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$180,978
Expenses. Total of all expenses incurred2016-09-30$258,501
Benefits paid (including direct rollovers)2016-09-30$258,501
Total plan assets at end of year2016-09-30$2,273,245
Total plan assets at beginning of year2016-09-30$2,350,768
Value of fidelity bond covering the plan2016-09-30$300,000
Total contributions received or receivable from participants2016-09-30$0
Expenses. Other expenses not covered elsewhere2016-09-30$0
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$100,002
Noncash contributions received2016-09-30$0
Net income (gross income less expenses)2016-09-30$-77,523
Net plan assets at end of year (total assets less liabilities)2016-09-30$2,273,245
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$2,350,768
Total contributions received or receivable from employer(s)2016-09-30$80,976
Value of certain deemed distributions of participant loans2016-09-30$0
Value of corrective distributions2016-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$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$80,976
Amount contributed by the employer to the plan for this plan year2016-09-30$80,976
2015 : CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 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$178,425
Expenses. Total of all expenses incurred2015-09-30$0
Benefits paid (including direct rollovers)2015-09-30$0
Total plan assets at end of year2015-09-30$2,350,768
Total plan assets at beginning of year2015-09-30$2,172,343
Value of fidelity bond covering the plan2015-09-30$250,000
Total contributions received or receivable from participants2015-09-30$0
Expenses. Other expenses not covered elsewhere2015-09-30$0
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$103,151
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$178,425
Net plan assets at end of year (total assets less liabilities)2015-09-30$2,350,768
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$2,172,343
Total contributions received or receivable from employer(s)2015-09-30$75,274
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$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$75,274
Amount contributed by the employer to the plan for this plan year2015-09-30$75,274
2014 : CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-09-30$0
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$180,815
Expenses. Total of all expenses incurred2014-09-30$0
Benefits paid (including direct rollovers)2014-09-30$0
Total plan assets at end of year2014-09-30$2,172,343
Total plan assets at beginning of year2014-09-30$1,991,528
Value of fidelity bond covering the plan2014-09-30$250,000
Total contributions received or receivable from participants2014-09-30$0
Expenses. Other expenses not covered elsewhere2014-09-30$0
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$104,464
Noncash contributions received2014-09-30$0
Net income (gross income less expenses)2014-09-30$180,815
Net plan assets at end of year (total assets less liabilities)2014-09-30$2,172,343
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,991,528
Total contributions received or receivable from employer(s)2014-09-30$76,351
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$0
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$76,351
Amount contributed by the employer to the plan for this plan year2014-09-30$76,351
2013 : CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-09-30$0
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$168,854
Expenses. Total of all expenses incurred2013-09-30$99,025
Benefits paid (including direct rollovers)2013-09-30$99,025
Total plan assets at end of year2013-09-30$1,991,528
Total plan assets at beginning of year2013-09-30$1,921,699
Value of fidelity bond covering the plan2013-09-30$250,000
Total contributions received or receivable from participants2013-09-30$0
Expenses. Other expenses not covered elsewhere2013-09-30$0
Contributions received from other sources (not participants or employers)2013-09-30$0
Other income received2013-09-30$95,432
Noncash contributions received2013-09-30$0
Net income (gross income less expenses)2013-09-30$69,829
Net plan assets at end of year (total assets less liabilities)2013-09-30$1,991,528
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,921,699
Total contributions received or receivable from employer(s)2013-09-30$73,422
Value of certain deemed distributions of participant loans2013-09-30$0
Value of corrective distributions2013-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$0
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$73,422
Amount contributed by the employer to the plan for this plan year2013-09-30$73,422
2012 : CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-09-30$0
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$186,341
Expenses. Total of all expenses incurred2012-09-30$0
Benefits paid (including direct rollovers)2012-09-30$0
Total plan assets at end of year2012-09-30$1,921,699
Total plan assets at beginning of year2012-09-30$1,735,358
Value of fidelity bond covering the plan2012-09-30$250,000
Total contributions received or receivable from participants2012-09-30$0
Expenses. Other expenses not covered elsewhere2012-09-30$0
Contributions received from other sources (not participants or employers)2012-09-30$0
Other income received2012-09-30$110,525
Noncash contributions received2012-09-30$0
Net income (gross income less expenses)2012-09-30$186,341
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,921,699
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,735,358
Total contributions received or receivable from employer(s)2012-09-30$75,816
Value of certain deemed distributions of participant loans2012-09-30$0
Value of corrective distributions2012-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$0
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$75,816
Amount contributed by the employer to the plan for this plan year2012-09-30$75,816
2011 : CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 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$158,516
Expenses. Total of all expenses incurred2011-09-30$0
Benefits paid (including direct rollovers)2011-09-30$0
Total plan assets at end of year2011-09-30$1,735,358
Total plan assets at beginning of year2011-09-30$1,576,842
Value of fidelity bond covering the plan2011-09-30$250,000
Total contributions received or receivable from participants2011-09-30$0
Expenses. Other expenses not covered elsewhere2011-09-30$0
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$87,335
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$158,516
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,735,358
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,576,842
Total contributions received or receivable from employer(s)2011-09-30$71,181
Value of certain deemed distributions of participant loans2011-09-30$0
Value of corrective distributions2011-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$0
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$71,181
Amount contributed by the employer to the plan for this plan year2011-09-30$71,181
2010 : CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION 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
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$69,440
Amount contributed by the employer to the plan for this plan year2010-09-30$69,440

Form 5500 Responses for CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN

2022: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
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 HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
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 HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
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 HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
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 HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
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 HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
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 HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
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 HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
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 HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
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 HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
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 HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
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 HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: CITY OF HALEYVILLE WATER WORKS & SEWER BOARD EMPLOYEE MONEY PURCHASE PENSION 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 – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA60736
Policy instance 1
Insurance contract or identification numberGA60736
Number of Individuals Covered20
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $1,348
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,348
Amount paid for insurance broker fees0
Insurance broker organization code?3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA60736
Policy instance 1
Insurance contract or identification numberGA60736
Number of Individuals Covered20
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $1,306
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Commission paid to Insurance BrokerUSD $1,306
Amount paid for insurance broker fees0
Insurance broker organization code?3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA60736
Policy instance 1
Insurance contract or identification numberGA60736
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $1,222
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Commission paid to Insurance BrokerUSD $1,222
Amount paid for insurance broker fees0
Insurance broker organization code?3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA60736
Policy instance 1
Insurance contract or identification numberGA60736
Number of Individuals Covered17
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $1,316
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Commission paid to Insurance BrokerUSD $1,316
Amount paid for insurance broker fees0
Insurance broker organization code?3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA60736
Policy instance 1
Insurance contract or identification numberGA60736
Number of Individuals Covered19
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $1,174
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,174
Amount paid for insurance broker fees0
Insurance broker organization code?3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA60736
Policy instance 1
Insurance contract or identification numberGA60736
Number of Individuals Covered18
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $1,085
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,085
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCLAUDE V MOTT
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA60736
Policy instance 1
Insurance contract or identification numberGA60736
Number of Individuals Covered18
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $1,640
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Insurance broker organization code?3
Insurance broker nameCLAUDE V MOTT
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA60736
Policy instance 1
Insurance contract or identification numberGA60736
Number of Individuals Covered19
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameCLAUDE V MOTT
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA60736
Policy instance 1
Insurance contract or identification numberGA60736
Number of Individuals Covered19
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $1,181
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameCLAUDE V MOTT
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA60736
Policy instance 1
Insurance contract or identification numberGA60736
Number of Individuals Covered18
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $1,094
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,094
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCLAUDE V MOTT
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA60736
Policy instance 1
Insurance contract or identification numberGA60736
Number of Individuals Covered18
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $1,184
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA60736
Policy instance 1
Insurance contract or identification numberGA60736
Number of Individuals Covered18
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $1,123
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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