Logo

CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 401k Plan overview

Plan NameCENTER FOR ELDERS INDEPENDENCE 403(B) PLAN
Plan identification number 001

CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

CENTER FOR ELDERS INDEPENDENCE has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR ELDERS INDEPENDENCE
Employer identification number (EIN):943123446
NAIC Classification:531120
NAIC Description:Lessors of Nonresidential Buildings (except Miniwarehouses)

Additional information about CENTER FOR ELDERS INDEPENDENCE

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1643849

More information about CENTER FOR ELDERS INDEPENDENCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CATHERINE JOHNSON
0012016-01-01CATHERINE JOHNSON
0012015-01-01JEAN SHERR
0012014-01-01JEAN SHERR
0012013-01-01XOCHIL BARAJAS
0012012-01-01XOCHIL BARAJAS
0012011-01-01PETER ROGOSIN PETER ROGOSIN2012-10-11
0012010-01-01PETER ROGOSIN PETER ROGOSIN2011-10-14
0012009-01-01PETER ROGOSIN PETER ROGOSIN2010-10-13

Plan Statistics for CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN

401k plan membership statisitcs for CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN

Measure Date Value
2023: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01478
Total number of active participants reported on line 7a of the Form 55002023-01-01372
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-01116
Total of all active and inactive participants2023-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-01495
Number of participants with account balances2023-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0137
2022: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01431
Total number of active participants reported on line 7a of the Form 55002022-01-01353
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01116
Total of all active and inactive participants2022-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01478
Number of participants with account balances2022-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0141
2021: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01443
Total number of active participants reported on line 7a of the Form 55002021-01-01330
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01333
Number of participants with account balances2021-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0153
2020: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01404
Total number of active participants reported on line 7a of the Form 55002020-01-01346
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-0184
Total of all active and inactive participants2020-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01443
Number of participants with account balances2020-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0135
2019: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01393
Total number of active participants reported on line 7a of the Form 55002019-01-01331
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0168
Total of all active and inactive participants2019-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01404
Number of participants with account balances2019-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0142
2018: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01344
Total number of active participants reported on line 7a of the Form 55002018-01-01318
Number of retired or separated participants receiving benefits2018-01-0122
Number of other retired or separated participants entitled to future benefits2018-01-0153
Total of all active and inactive participants2018-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01393
Number of participants with account balances2018-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0133
2017: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01334
Total number of active participants reported on line 7a of the Form 55002017-01-01294
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01338
Number of participants with account balances2017-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01328
Total number of active participants reported on line 7a of the Form 55002016-01-01274
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0160
Total of all active and inactive participants2016-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01334
Number of participants with account balances2016-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01308
Total number of active participants reported on line 7a of the Form 55002015-01-01281
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01328
Number of participants with account balances2015-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01269
Total number of active participants reported on line 7a of the Form 55002014-01-01269
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01308
Number of participants with account balances2014-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01253
Total number of active participants reported on line 7a of the Form 55002013-01-01191
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0176
Total of all active and inactive participants2013-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01269
Number of participants with account balances2013-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01333
Total number of active participants reported on line 7a of the Form 55002012-01-01219
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01253
Number of participants with account balances2012-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01344
Total number of active participants reported on line 7a of the Form 55002011-01-01256
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-0167
Total of all active and inactive participants2011-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01333
Number of participants with account balances2011-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2010: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01310
Total number of active participants reported on line 7a of the Form 55002010-01-01246
Number of retired or separated participants receiving benefits2010-01-0133
Number of other retired or separated participants entitled to future benefits2010-01-0163
Total of all active and inactive participants2010-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01343
Number of participants with account balances2010-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0116
2009: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01281
Total number of active participants reported on line 7a of the Form 55002009-01-01235
Number of retired or separated participants receiving benefits2009-01-0117
Number of other retired or separated participants entitled to future benefits2009-01-0158
Total of all active and inactive participants2009-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01310
Number of participants with account balances2009-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN

Measure Date Value
2023 : CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$7,071,081
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,318,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,215,269
Expenses. Certain deemed distributions of participant loans2023-12-31$3,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,979,723
Value of total assets at end of year2023-12-31$22,548,222
Value of total assets at beginning of year2023-12-31$17,795,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$100,287
Total interest from all sources2023-12-31$43,329
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$641,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$641,794
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,606,759
Participant contributions at end of year2023-12-31$174,851
Participant contributions at beginning of year2023-12-31$223,179
Participant contributions at end of year2023-12-31$21,807
Participant contributions at beginning of year2023-12-31$2,050
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$12,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,752,482
Value of net assets at end of year (total assets less liabilities)2023-12-31$22,548,222
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$17,795,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$21,268,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$16,362,458
Interest on participant loans2023-12-31$19,054
Interest earned on other investments2023-12-31$24,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,083,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,180,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,406,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,360,176
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$27,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,215,269
Contract administrator fees2023-12-31$100,287
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY US, LLP
Accountancy firm EIN2023-12-31301413443
2022 : CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$596,449
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,668,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,579,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,736,100
Value of total assets at end of year2022-12-31$17,795,740
Value of total assets at beginning of year2022-12-31$18,868,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$88,901
Total interest from all sources2022-12-31$26,548
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$468,479
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$468,479
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$2,232,213
Participant contributions at end of year2022-12-31$223,179
Participant contributions at beginning of year2022-12-31$159,578
Participant contributions at end of year2022-12-31$2,050
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$368,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,072,380
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,795,740
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,868,120
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,362,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,086,766
Interest on participant loans2022-12-31$10,937
Interest earned on other investments2022-12-31$15,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,180,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$566,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,634,678
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,135,610
Employer contributions (assets) at end of year2022-12-31$27,747
Employer contributions (assets) at beginning of year2022-12-31$55,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,579,928
Contract administrator fees2022-12-31$88,901
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US LLP
Accountancy firm EIN2022-12-31390859910
2021 : CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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$5,302,406
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$985,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$896,228
Value of total corrective distributions2021-12-31$96
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,283,018
Value of total assets at end of year2021-12-31$18,868,120
Value of total assets at beginning of year2021-12-31$14,551,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$89,347
Total interest from all sources2021-12-31$17,909
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,022,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,022,184
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$2,111,038
Participant contributions at end of year2021-12-31$159,578
Participant contributions at beginning of year2021-12-31$160,237
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$19,553
Other income not declared elsewhere2021-12-31$-41,774
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$4,316,735
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,868,120
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,551,385
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$18,086,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,721,375
Interest on participant loans2021-12-31$9,138
Interest earned on other investments2021-12-31$8,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$566,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$627,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$21,069
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$1,152,427
Employer contributions (assets) at end of year2021-12-31$55,176
Employer contributions (assets) at beginning of year2021-12-31$41,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$896,228
Contract administrator fees2021-12-31$89,347
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 name2021-12-31BAKER TILLY US LLP
Accountancy firm EIN2021-12-31390859910
2020 : CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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$4,730,196
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,191,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,121,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,873,323
Value of total assets at end of year2020-12-31$14,551,385
Value of total assets at beginning of year2020-12-31$12,012,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$69,878
Total interest from all sources2020-12-31$26,599
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$462,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$462,813
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$1,866,421
Participant contributions at end of year2020-12-31$160,237
Participant contributions at beginning of year2020-12-31$102,276
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$63,956
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$2,538,983
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,551,385
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,012,402
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$13,721,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,318,897
Interest on participant loans2020-12-31$6,991
Interest earned on other investments2020-12-31$19,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$627,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$551,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,367,461
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$942,946
Employer contributions (assets) at end of year2020-12-31$41,789
Employer contributions (assets) at beginning of year2020-12-31$40,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,121,335
Contract administrator fees2020-12-31$69,878
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 name2020-12-31BAKER TILLY US LLP
Accountancy firm EIN2020-12-31390859910
2019 : CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2019 401k financial data
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 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$4,645,368
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,633,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,566,901
Value of total corrective distributions2019-12-31$122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,592,729
Value of total assets at end of year2019-12-31$12,012,402
Value of total assets at beginning of year2019-12-31$9,001,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,956
Total interest from all sources2019-12-31$13,714
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$322,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$322,892
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$848,056
Participant contributions at end of year2019-12-31$102,276
Participant contributions at beginning of year2019-12-31$53,308
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$69,840
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$128,510
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$3,011,389
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,012,402
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,001,013
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 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$11,318,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,405,997
Interest on participant loans2019-12-31$3,995
Interest earned on other investments2019-12-31$9,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$551,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$433,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,716,033
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,616,163
Employer contributions (assets) at end of year2019-12-31$40,048
Employer contributions (assets) at beginning of year2019-12-31$38,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,566,901
Contract administrator fees2019-12-31$66,956
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SQUAR MILNER LLP
Accountancy firm EIN2019-12-31330835986
2018 : CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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$1,294,068
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$663,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$599,756
Expenses. Certain deemed distributions of participant loans2018-12-31$8,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,793,732
Value of total assets at end of year2018-12-31$9,001,013
Value of total assets at beginning of year2018-12-31$8,370,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$55,078
Total interest from all sources2018-12-31$7,093
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$358,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$358,638
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$1,195,369
Participant contributions at end of year2018-12-31$53,308
Participant contributions at beginning of year2018-12-31$48,018
Participant contributions at end of year2018-12-31$69,840
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,013
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$630,907
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,001,013
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,370,106
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$8,405,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,946,283
Interest on participant loans2018-12-31$1,566
Interest earned on other investments2018-12-31$5,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$433,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$375,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-865,395
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$583,350
Employer contributions (assets) at end of year2018-12-31$38,642
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$599,756
Contract administrator fees2018-12-31$55,078
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31EIDE BAILLY LLP
Accountancy firm EIN2018-12-31450250958
2017 : CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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$2,489,894
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,262,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,211,274
Expenses. Certain deemed distributions of participant loans2017-12-31$4,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,316,516
Value of total assets at end of year2017-12-31$8,370,106
Value of total assets at beginning of year2017-12-31$7,143,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$47,108
Total interest from all sources2017-12-31$8,004
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$232,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$232,414
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$932,950
Participant contributions at end of year2017-12-31$48,018
Participant contributions at beginning of year2017-12-31$69,851
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$29,478
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$1,226,970
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,370,106
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,143,136
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$7,946,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,782,538
Interest on participant loans2017-12-31$1,968
Interest earned on other investments2017-12-31$6,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$375,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$290,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$932,960
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$354,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,211,274
Contract administrator fees2017-12-31$47,108
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31VAVRINEK TRINE DAY & CO LLP
Accountancy firm EIN2017-12-31952648289
2016 : CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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$1,573,311
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$653,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$632,122
Expenses. Certain deemed distributions of participant loans2016-12-31$4,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,142,286
Value of total assets at end of year2016-12-31$7,143,136
Value of total assets at beginning of year2016-12-31$6,223,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,040
Total interest from all sources2016-12-31$7,830
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$164,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$164,995
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$862,017
Participant contributions at end of year2016-12-31$69,851
Participant contributions at beginning of year2016-12-31$146,052
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$21,603
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$21,761
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$919,960
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,143,136
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,223,176
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$6,782,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,757,127
Interest on participant loans2016-12-31$3,863
Interest earned on other investments2016-12-31$3,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$290,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$298,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$258,200
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$258,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$632,122
Contract administrator fees2016-12-31$17,040
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31VAVRINEK TRINE DAY & CO LLP
Accountancy firm EIN2016-12-31952648289
2015 : CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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$1,004,991
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$898,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$838,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,019,176
Value of total assets at end of year2015-12-31$6,223,176
Value of total assets at beginning of year2015-12-31$6,117,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$60,087
Total interest from all sources2015-12-31$11,671
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$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$773,374
Participant contributions at end of year2015-12-31$146,052
Participant contributions at beginning of year2015-12-31$118,969
Participant contributions at end of year2015-12-31$21,603
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,431
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$106,011
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,223,176
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,117,165
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$5,757,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,641,622
Interest on participant loans2015-12-31$4,553
Interest earned on other investments2015-12-31$7,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$298,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$349,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-25,856
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$235,371
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$6,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$838,893
Contract administrator fees2015-12-31$60,087
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 name2015-12-31VAVRINEK TRINE DAY & CO LLP
Accountancy firm EIN2015-12-31952648289
2014 : CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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$13,302
Total income from all sources (including contributions)2014-12-31$1,296,647
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,852,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,790,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$843,279
Value of total assets at end of year2014-12-31$6,117,165
Value of total assets at beginning of year2014-12-31$6,686,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$62,144
Total interest from all sources2014-12-31$9,546
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$1,000,000
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$746,181
Participant contributions at end of year2014-12-31$118,969
Participant contributions at beginning of year2014-12-31$90,758
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$13,302
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$13,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-555,603
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,117,165
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,672,768
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$5,641,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,120,185
Interest on participant loans2014-12-31$3,781
Interest earned on other investments2014-12-31$5,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$349,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$454,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$443,822
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$93,666
Employer contributions (assets) at end of year2014-12-31$6,633
Employer contributions (assets) at beginning of year2014-12-31$7,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,790,106
Contract administrator fees2014-12-31$62,144
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 name2014-12-31DZH PHILLIPS, LLP
Accountancy firm EIN2014-12-31264677183
2013 : CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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$13,302
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$1,810,213
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$559,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$503,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$855,614
Value of total assets at end of year2013-12-31$6,686,070
Value of total assets at beginning of year2013-12-31$5,422,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$55,987
Total interest from all sources2013-12-31$10,871
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$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$732,700
Participant contributions at end of year2013-12-31$90,758
Participant contributions at beginning of year2013-12-31$116,931
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$13,302
Other income not declared elsewhere2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$13,302
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$1,250,403
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,672,768
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,422,365
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
Investment advisory and management fees2013-12-31$14,326
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,120,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,856,540
Interest earned on other investments2013-12-31$10,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$454,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$448,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$943,728
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$107,722
Employer contributions (assets) at end of year2013-12-31$7,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$503,823
Contract administrator fees2013-12-31$41,661
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 name2013-12-31DZH PHILLIPS, LLP
Accountancy firm EIN2013-12-31264677183
2012 : CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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$139
Total income from all sources (including contributions)2012-12-31$1,364,647
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$445,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$421,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$852,959
Value of total assets at end of year2012-12-31$5,422,365
Value of total assets at beginning of year2012-12-31$4,503,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,181
Total interest from all sources2012-12-31$15,241
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 bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$746,734
Participant contributions at end of year2012-12-31$116,931
Participant contributions at beginning of year2012-12-31$137,317
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,057
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$139
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$919,494
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,422,365
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,502,871
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$4,856,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,365,693
Interest on participant loans2012-12-31$5,853
Interest earned on other investments2012-12-31$9,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$448,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$496,447
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$105,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$421,972
Contract administrator fees2012-12-31$23,181
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31DZH PHILLIPS, LLP
Accountancy firm EIN2012-12-31264677183
2011 : CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$139
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$721,379
Total of all expenses incurred2011-12-31$417,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$407,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$833,438
Value of total assets at end of year2011-12-31$4,503,010
Value of total assets at beginning of year2011-12-31$4,198,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,586
Total interest from all sources2011-12-31$4,899
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 bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$714,311
Participant contributions at end of year2011-12-31$137,317
Participant contributions at beginning of year2011-12-31$100,789
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,624
Administrative expenses (other) incurred2011-12-31$9,586
Liabilities. Value of operating payables at end of year2011-12-31$139
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$304,018
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,502,871
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,198,853
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$4,365,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,098,064
Interest on participant loans2011-12-31$4,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-116,958
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$108,503
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$407,775
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 name2011-12-31DZH PHILLIPS, LLP
Accountancy firm EIN2011-12-31264677183
2010 : CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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$108
Total income from all sources (including contributions)2010-12-31$1,443,842
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$436,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$436,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$997,414
Value of total assets at end of year2010-12-31$4,198,853
Value of total assets at beginning of year2010-12-31$3,191,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$3,263
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 bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$695,536
Participant contributions at end of year2010-12-31$100,789
Participant contributions at beginning of year2010-12-31$49,024
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$2,097
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$201,089
Liabilities. Value of operating payables at beginning of year2010-12-31$108
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$1,007,139
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,198,853
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,191,714
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$4,098,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,115,639
Interest on participant loans2010-12-31$3,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$443,165
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$100,789
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$25,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$436,703
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 name2010-12-31DZH PHILLIPS, LLP
Accountancy firm EIN2010-12-31264677183

Form 5500 Responses for CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN

2023: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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 funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CENTER FOR ELDERS INDEPENDENCE 403(B) PLAN 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894593+007
Policy instance 1
Insurance contract or identification number894593+007
Number of Individuals Covered22
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $2,478
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894593+007
Policy instance 1
Insurance contract or identification number894593+007
Number of Individuals Covered29
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,390
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,390
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894593+007
Policy instance 1
Insurance contract or identification number894593+007
Number of Individuals Covered26
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,404
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,404
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894593+007
Policy instance 1
Insurance contract or identification number894593+007
Number of Individuals Covered35
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,565
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,565
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894593+007
Policy instance 1
Insurance contract or identification number894593+007
Number of Individuals Covered29
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,123
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,123
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894593+007
Policy instance 1
Insurance contract or identification number894593+007
Number of Individuals Covered26
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $675
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $675
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894593+007
Policy instance 1
Insurance contract or identification number894593+007
Number of Individuals Covered30
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $737
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $737
Insurance broker organization code?3
Insurance broker nameWOODBURY FINANCIAL SERVICES, INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808113
Policy instance 1
Insurance contract or identification number808113
Number of Individuals Covered328
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 $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 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808113
Policy instance 1
Insurance contract or identification number808113
Number of Individuals Covered308
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 $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 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808113
Policy instance 1
Insurance contract or identification number808113
Number of Individuals Covered269
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 $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 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808113
Policy instance 1
Insurance contract or identification number808113
Number of Individuals Covered253
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 $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 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1