BOYS & GIRLS OF SOUTH VALLEY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY
401k plan membership statisitcs for DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY
| Measure | Date | Value |
|---|
| 2008: DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-07-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-07-01 | 13 |
| Number of retired or separated participants receiving benefits | 2008-07-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2008-07-01 | 0 |
| Total of all active and inactive participants | 2008-07-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-07-01 | 0 |
| Total participants | 2008-07-01 | 16 |
| Number of participants with account balances | 2008-07-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-07-01 | 0 |
| 2007: DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-07-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-07-01 | 13 |
| Number of retired or separated participants receiving benefits | 2007-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-07-01 | 3 |
| Total of all active and inactive participants | 2007-07-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-07-01 | 0 |
| Total participants | 2007-07-01 | 16 |
| Number of participants with account balances | 2007-07-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-07-01 | 3 |
| 2006: DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-07-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-07-01 | 24 |
| Number of retired or separated participants receiving benefits | 2006-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2006-07-01 | 1 |
| Total of all active and inactive participants | 2006-07-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-07-01 | 0 |
| Total participants | 2006-07-01 | 25 |
| Number of participants with account balances | 2006-07-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2009 : DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY 2009 401k financial data |
|---|
| Total income from all sources | 2009-06-30 | $-22,005 |
| Expenses. Total of all expenses incurred | 2009-06-30 | $7,025 |
| Benefits paid (including direct rollovers) | 2009-06-30 | $7,025 |
| Total plan assets at end of year | 2009-06-30 | $320,046 |
| Total plan assets at beginning of year | 2009-06-30 | $349,076 |
| Other income received | 2009-06-30 | $-58,358 |
| Net income (gross income less expenses) | 2009-06-30 | $-29,030 |
| Net plan assets at end of year (total assets less liabilities) | 2009-06-30 | $320,046 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-06-30 | $349,076 |
| Assets. Value of participant loans | 2009-06-30 | $25,338 |
| Total contributions received or receivable from employer(s) | 2009-06-30 | $36,353 |
| 2008 : DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY 2008 401k financial data |
|---|
| Total income from all sources | 2008-06-30 | $52,027 |
| Expenses. Total of all expenses incurred | 2008-06-30 | $68,506 |
| Benefits paid (including direct rollovers) | 2008-06-30 | $67,662 |
| Total plan assets at end of year | 2008-06-30 | $349,076 |
| Total plan assets at beginning of year | 2008-06-30 | $365,555 |
| Other income received | 2008-06-30 | $-19,334 |
| Net income (gross income less expenses) | 2008-06-30 | $-16,479 |
| Net plan assets at end of year (total assets less liabilities) | 2008-06-30 | $349,076 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-06-30 | $365,555 |
| Assets. Value of participant loans | 2008-06-30 | $29,505 |
| Total contributions received or receivable from employer(s) | 2008-06-30 | $71,361 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2008-06-30 | $844 |
| 2007 : DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY 2007 401k financial data |
|---|
| Total income from all sources | 2007-06-30 | $91,057 |
| Expenses. Total of all expenses incurred | 2007-06-30 | $16,368 |
| Benefits paid (including direct rollovers) | 2007-06-30 | $15,899 |
| Total plan assets at end of year | 2007-06-30 | $365,555 |
| Total plan assets at beginning of year | 2007-06-30 | $290,866 |
| Other income received | 2007-06-30 | $51,357 |
| Net income (gross income less expenses) | 2007-06-30 | $74,689 |
| Net plan assets at end of year (total assets less liabilities) | 2007-06-30 | $365,555 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-06-30 | $290,866 |
| Total contributions received or receivable from employer(s) | 2007-06-30 | $39,700 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2007-06-30 | $469 |
| 2008: DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY 2008 form 5500 responses |
|---|
| 2008-07-01 | Type of plan entity | Single employer plan |
| 2008-07-01 | Submission has been amended | No |
| 2008-07-01 | This submission is the final filing | No |
| 2008-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-07-01 | Plan is a collectively bargained plan | No |
| 2008-07-01 | Plan funding arrangement – Insurance | Yes |
| 2008-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2007: DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY 2007 form 5500 responses |
|---|
| 2007-07-01 | Type of plan entity | Single employer plan |
| 2007-07-01 | Submission has been amended | No |
| 2007-07-01 | This submission is the final filing | No |
| 2007-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-07-01 | Plan is a collectively bargained plan | No |
| 2007-07-01 | Plan funding arrangement – Insurance | Yes |
| 2007-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2006: DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY 2006 form 5500 responses |
|---|
| 2006-07-01 | Type of plan entity | Single employer plan |
| 2006-07-01 | First time form 5500 has been submitted | Yes |
| 2006-07-01 | Submission has been amended | No |
| 2006-07-01 | This submission is the final filing | No |
| 2006-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-07-01 | Plan is a collectively bargained plan | No |
| 2006-07-01 | Plan funding arrangement – Insurance | Yes |
| 2006-07-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 056964-A |
| Policy instance | 1 |
| Insurance contract or identification number | 056964-A | | Number of Individuals Covered | 16 | | Insurance policy start date | 2008-07-01 | | Insurance policy end date | 2009-06-30 | | Total amount of commissions paid to insurance broker | USD $1,004 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $1,004 | | Insurance broker organization code? | 3 | | Insurance broker name | MUTUAL OF AMERICA LIFE INSURANCE CO |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 056964-A |
| Policy instance | 1 |
| Insurance contract or identification number | 056964-A | | Number of Individuals Covered | 16 | | Insurance policy start date | 2007-07-01 | | Insurance policy end date | 2008-06-30 | | Total amount of commissions paid to insurance broker | USD $2,141 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $2,141 | | Insurance broker organization code? | 3 | | Insurance broker name | MUTUAL OF AMERICA LIFE INSURANCE CO |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 056964-A |
| Policy instance | 1 |
| Insurance contract or identification number | 056964-A | | Number of Individuals Covered | 25 | | Insurance policy start date | 2006-07-01 | | Insurance policy end date | 2007-06-30 | | Total amount of commissions paid to insurance broker | USD $1,378 | | Total amount of fees paid to insurance company | USD $0 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $1,378 | | Insurance broker organization code? | 3 | | Insurance broker name | MUTUAL OF AMERICA LIFE INSURANCE CO |
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