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403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 401k Plan overview

Plan Name403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA
Plan identification number 002

403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COMMUNITY ACTION NACOGDOCHES, INC. D/B/A GREATER EAST TX COMMUNITY ACT has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION NACOGDOCHES, INC. D/B/A GREATER EAST TX COMMUNITY ACT
Employer identification number (EIN):751226261
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KAREN SWENSON KAREN SWENSON2018-10-15
0022017-01-012018-09-25
0022016-01-01GINI BLACKWELL KAREN SWENSON2017-09-26
0022015-01-01EVA N BOWERS EVA N BOWERS2016-07-29
0022014-01-01EVA N BOWERS EVA N BOWERS2015-07-24
0022013-01-01EVA NELL BOWERS EVA NELL BOWERS2014-07-24
0022012-01-01EVA BOWERS EVA BOWERS2013-09-12
0022011-01-01EVA BOWERS EVA BOWERS2012-10-12
0022009-01-01GINI BLACKWELL
0022009-01-01GINI BLACKWELL

Plan Statistics for 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA

401k plan membership statisitcs for 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA

Measure Date Value
2022: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2022 401k membership
Total participants, beginning-of-year2022-01-01308
Total number of active participants reported on line 7a of the Form 55002022-01-01161
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01212
Total of all active and inactive participants2022-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01377
Number of participants with account balances2022-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2021 401k membership
Total participants, beginning-of-year2021-01-01316
Total number of active participants reported on line 7a of the Form 55002021-01-01129
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01177
Total of all active and inactive participants2021-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01308
Number of participants with account balances2021-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0133
2020: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2020 401k membership
Total participants, beginning-of-year2020-01-01308
Total number of active participants reported on line 7a of the Form 55002020-01-01161
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01155
Total of all active and inactive participants2020-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01316
Number of participants with account balances2020-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0132
2019: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2019 401k membership
Total participants, beginning-of-year2019-01-01293
Total number of active participants reported on line 7a of the Form 55002019-01-01163
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01144
Total of all active and inactive participants2019-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01308
Number of participants with account balances2019-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2018 401k membership
Total participants, beginning-of-year2018-01-01269
Total number of active participants reported on line 7a of the Form 55002018-01-01156
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01137
Total of all active and inactive participants2018-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01293
Number of participants with account balances2018-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2017 401k membership
Total participants, beginning-of-year2017-01-01289
Total number of active participants reported on line 7a of the Form 55002017-01-01150
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01119
Total of all active and inactive participants2017-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01269
Number of participants with account balances2017-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2016 401k membership
Total participants, beginning-of-year2016-01-01281
Total number of active participants reported on line 7a of the Form 55002016-01-01175
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01114
Total of all active and inactive participants2016-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01289
Number of participants with account balances2016-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2015 401k membership
Total participants, beginning-of-year2015-01-01251
Total number of active participants reported on line 7a of the Form 55002015-01-01170
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01111
Total of all active and inactive participants2015-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01281
Number of participants with account balances2015-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2014 401k membership
Total participants, beginning-of-year2014-01-01249
Total number of active participants reported on line 7a of the Form 55002014-01-01146
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01104
Total of all active and inactive participants2014-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01251
Number of participants with account balances2014-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2013 401k membership
Total participants, beginning-of-year2013-01-01239
Total number of active participants reported on line 7a of the Form 55002013-01-01179
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0169
Total of all active and inactive participants2013-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01249
Number of participants with account balances2013-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2012 401k membership
Total participants, beginning-of-year2012-01-01221
Total number of active participants reported on line 7a of the Form 55002012-01-01170
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0169
Total of all active and inactive participants2012-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01239
Number of participants with account balances2012-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2011 401k membership
Total participants, beginning-of-year2011-01-01193
Total number of active participants reported on line 7a of the Form 55002011-01-01181
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01221
Number of participants with account balances2011-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2009 401k membership
Total participants, beginning-of-year2009-01-01127
Total number of active participants reported on line 7a of the Form 55002009-01-01121
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01167
Number of participants with account balances2009-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA

Measure Date Value
2022 : 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$87,610
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$142,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$141,491
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$249,594
Value of total assets at end of year2022-12-31$1,411,957
Value of total assets at beginning of year2022-12-31$1,467,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,409
Total interest from all sources2022-12-31$1,177
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$250,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$129,755
Participant contributions at end of year2022-12-31$8,032
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$3,938
Participant contributions at beginning of year2022-12-31$3,914
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$24,067
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$1,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-55,290
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,411,957
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,467,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$964,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,014,468
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$193
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$984
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$432,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$445,934
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-163,161
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$95,772
Employer contributions (assets) at end of year2022-12-31$2,912
Employer contributions (assets) at beginning of year2022-12-31$2,931
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$141,491
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HENRY & PETERS, P.C.
Accountancy firm EIN2022-12-31751503978
2021 : 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$332,718
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$257,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$255,962
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$193,485
Value of total assets at end of year2021-12-31$1,467,247
Value of total assets at beginning of year2021-12-31$1,392,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,025
Total interest from all sources2021-12-31$4,664
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$250,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$107,061
Participant contributions at end of year2021-12-31$6,268
Participant contributions at beginning of year2021-12-31$14,902
Participant contributions at end of year2021-12-31$3,914
Participant contributions at beginning of year2021-12-31$3,499
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$2,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$74,731
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,467,247
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,392,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,014,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$941,532
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$4,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$439,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$429,727
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$134,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$86,424
Employer contributions (assets) at end of year2021-12-31$2,931
Employer contributions (assets) at beginning of year2021-12-31$2,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$255,962
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HENRY & PETERS, P.C.
Accountancy firm EIN2021-12-31751503978
2020 : 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$318,300
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$165,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$163,848
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$198,167
Value of total assets at end of year2020-12-31$1,392,516
Value of total assets at beginning of year2020-12-31$1,240,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,938
Total interest from all sources2020-12-31$4,795
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$107,556
Participant contributions at end of year2020-12-31$14,902
Participant contributions at beginning of year2020-12-31$19,484
Participant contributions at end of year2020-12-31$3,499
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,324
Other income not declared elsewhere2020-12-31$3,351
Administrative expenses (other) incurred2020-12-31$1,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$152,514
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,392,516
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,240,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$941,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$735,587
Interest on participant loans2020-12-31$593
Interest earned on other investments2020-12-31$4,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$429,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$484,931
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$111,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$82,287
Employer contributions (assets) at end of year2020-12-31$2,856
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$163,848
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HENRY & PETERS, P.C.
Accountancy firm EIN2020-12-31751503978
2019 : 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$233,553
Total income from all sources (including contributions)2019-12-31$233,553
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$120,836
Total of all expenses incurred2019-12-31$120,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$118,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$118,894
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$102,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$102,564
Value of total assets at end of year2019-12-31$1,240,002
Value of total assets at end of year2019-12-31$1,240,002
Value of total assets at beginning of year2019-12-31$1,127,285
Value of total assets at beginning of year2019-12-31$1,127,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,942
Total interest from all sources2019-12-31$8,796
Total interest from all sources2019-12-31$8,796
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$60,556
Contributions received from participants2019-12-31$60,556
Participant contributions at end of year2019-12-31$19,484
Participant contributions at end of year2019-12-31$19,484
Participant contributions at beginning of year2019-12-31$32,235
Participant contributions at beginning of year2019-12-31$32,235
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,942
Administrative expenses (other) incurred2019-12-31$1,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$112,717
Value of net income/loss2019-12-31$112,717
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,240,002
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,240,002
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,127,285
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,127,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$735,587
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$735,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$615,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$615,065
Interest on participant loans2019-12-31$1,067
Interest on participant loans2019-12-31$1,067
Interest earned on other investments2019-12-31$7,729
Interest earned on other investments2019-12-31$7,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$484,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$484,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$479,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$479,985
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$122,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$122,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$42,008
Contributions received in cash from employer2019-12-31$42,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$118,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$118,894
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31AXLEY AND RODE, LLP
Accountancy firm name2019-12-31AXLEY AND RODE, LLP
Accountancy firm EIN2019-12-31750767305
Accountancy firm EIN2019-12-31750767305
2018 : 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$53,369
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$194,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$192,094
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$88,730
Value of total assets at end of year2018-12-31$1,127,285
Value of total assets at beginning of year2018-12-31$1,268,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,003
Total interest from all sources2018-12-31$5,299
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$48,537
Participant contributions at end of year2018-12-31$32,235
Participant contributions at beginning of year2018-12-31$28,370
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$87
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$2,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-140,728
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,127,285
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,268,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$615,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$727,813
Interest on participant loans2018-12-31$1,289
Interest earned on other investments2018-12-31$4,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$479,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$511,830
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-40,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$40,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$192,094
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31AXLEY & RODE LLP
Accountancy firm EIN2018-12-31750767305
2017 : 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$179,097
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$143,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$141,847
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$89,549
Value of total assets at end of year2017-12-31$1,268,013
Value of total assets at beginning of year2017-12-31$1,232,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,095
Total interest from all sources2017-12-31$5,478
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$51,938
Participant contributions at end of year2017-12-31$28,370
Participant contributions at beginning of year2017-12-31$40,772
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,182
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$2,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$35,155
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,268,013
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,232,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$727,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$629,201
Interest on participant loans2017-12-31$1,237
Interest earned on other investments2017-12-31$4,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$511,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$562,885
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$84,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$36,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$141,847
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31AXLEY & RODE LLP
Accountancy firm EIN2017-12-31750767305
2016 : 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$149,387
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$70,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$68,108
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$98,508
Value of total assets at end of year2016-12-31$1,232,858
Value of total assets at beginning of year2016-12-31$1,153,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,165
Total interest from all sources2016-12-31$5,984
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$60,695
Participant contributions at end of year2016-12-31$40,771
Participant contributions at beginning of year2016-12-31$49,958
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other income not declared elsewhere2016-12-31$431
Administrative expenses (other) incurred2016-12-31$2,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$79,114
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,232,858
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,153,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$565,583
Value of interest in pooled separate accounts at end of year2016-12-31$629,201
Interest on participant loans2016-12-31$1,716
Interest earned on other investments2016-12-31$4,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$562,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$538,203
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$44,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$37,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$68,108
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31AXLEY & RODE, LLP
Accountancy firm EIN2016-12-31750767305
2015 : 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$91,671
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$69,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$68,697
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$91,969
Value of total assets at end of year2015-12-31$1,153,744
Value of total assets at beginning of year2015-12-31$1,132,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,241
Total interest from all sources2015-12-31$6,211
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$59,289
Participant contributions at end of year2015-12-31$49,958
Participant contributions at beginning of year2015-12-31$37,099
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$647
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$1,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$21,733
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,153,744
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,132,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$565,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$577,493
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$6,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$538,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$517,419
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-6,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$32,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$68,697
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31AXLEY & RODE LLP
Accountancy firm EIN2015-12-31750767305
2014 : 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$132,114
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$71,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$70,151
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$93,454
Value of total assets at end of year2014-12-31$1,131,447
Value of total assets at beginning of year2014-12-31$1,071,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,580
Total interest from all sources2014-12-31$5,501
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$60,734
Participant contributions at end of year2014-12-31$37,099
Participant contributions at beginning of year2014-12-31$32,418
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$1,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$60,383
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,131,447
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,071,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$577,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$525,585
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$5,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$516,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$513,061
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$33,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$32,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$70,151
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31AXLEY & RODE, LLP
Accountancy firm EIN2014-12-31750767305
2013 : 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$181,243
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$149,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$147,107
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$100,671
Value of total assets at end of year2013-12-31$1,071,064
Value of total assets at beginning of year2013-12-31$1,038,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,972
Total interest from all sources2013-12-31$5,949
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$-29,222
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$29,222
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$66,179
Participant contributions at end of year2013-12-31$32,418
Participant contributions at beginning of year2013-12-31$34,804
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$1,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$32,164
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,071,064
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,038,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$525,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$482,601
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$5,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$513,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$521,495
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$74,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$34,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$147,107
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31AXLEY & RODE, LLP
Accountancy firm EIN2013-12-31750767305
2012 : 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$154,549
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$103,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$100,959
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$104,059
Value of total assets at end of year2012-12-31$1,038,900
Value of total assets at beginning of year2012-12-31$987,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,539
Total interest from all sources2012-12-31$9,077
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$33,755
Amount contributed by the employer to the plan for this plan year2012-12-31$33,755
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$72,983
Participant contributions at end of year2012-12-31$34,804
Participant contributions at beginning of year2012-12-31$32,908
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other income not declared elsewhere2012-12-31$885
Administrative expenses (other) incurred2012-12-31$2,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$51,051
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,038,900
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$987,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$482,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$415,773
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$9,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$521,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$539,168
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$40,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$31,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$100,959
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31AXLEY & RODE, LLP
Accountancy firm EIN2012-12-31750767305
2011 : 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$146,770
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$203,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$202,359
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$121,981
Value of total assets at end of year2011-12-31$987,849
Value of total assets at beginning of year2011-12-31$1,044,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$975
Total interest from all sources2011-12-31$11,765
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$74,095
Participant contributions at end of year2011-12-31$32,908
Participant contributions at beginning of year2011-12-31$19,215
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,138
Other income not declared elsewhere2011-12-31$6,636
Administrative expenses (other) incurred2011-12-31$975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-56,564
Value of net assets at end of year (total assets less liabilities)2011-12-31$987,849
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,044,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$415,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$463,298
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$11,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$539,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$561,900
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$6,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$42,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$202,359
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31AXLEY & RODE, LLP
Accountancy firm EIN2011-12-31750767305
2010 : 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$175,105
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$159,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$157,057
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$108,258
Value of total assets at end of year2010-12-31$1,044,413
Value of total assets at beginning of year2010-12-31$1,028,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,511
Total interest from all sources2010-12-31$15,746
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$75,889
Participant contributions at end of year2010-12-31$19,215
Participant contributions at beginning of year2010-12-31$21,865
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Other income not declared elsewhere2010-12-31$4,307
Administrative expenses (other) incurred2010-12-31$2,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$15,537
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,044,413
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,028,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$463,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$454,538
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$15,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$561,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$552,473
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$46,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$32,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$157,057
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31AXLEY & RODE, LLP
Accountancy firm EIN2010-12-31750767305
2009 : 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA

2022: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF COMMUNITY ACTION NACOGDOCHES, INC.D/B/A GREATER EA 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057675
Policy instance 1
Insurance contract or identification number057675
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $901
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees901
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057675J
Policy instance 1
Insurance contract or identification number057675J
Number of Individuals Covered308
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $107
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees107
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057675J
Policy instance 1
Insurance contract or identification number057675J
Number of Individuals Covered316
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $107
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees107
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057675J
Policy instance 1
Insurance contract or identification number057675J
Number of Individuals Covered308
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $369
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees369
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057675J
Policy instance 1
Insurance contract or identification number057675J
Number of Individuals Covered293
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $202
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees202
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057675J
Policy instance 1
Insurance contract or identification number057675J
Number of Individuals Covered269
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $153
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees153
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameHOUSTON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057675J
Policy instance 1
Insurance contract or identification number057675J
Number of Individuals Covered281
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $129
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees129
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHOUSTON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057675J
Policy instance 1
Insurance contract or identification number057675J
Number of Individuals Covered251
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $140
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees140
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHOUSTON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057675J
Policy instance 1
Insurance contract or identification number057675J
Number of Individuals Covered249
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $348
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees348
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHOUSTON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057675J
Policy instance 1
Insurance contract or identification number057675J
Number of Individuals Covered239
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $135
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees56
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTRACEY SMITH
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057675J
Policy instance 1
Insurance contract or identification number057675J
Number of Individuals Covered221
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $225
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057675J
Policy instance 1
Insurance contract or identification number057675J
Number of Individuals Covered193
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,397
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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