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COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 401k Plan overview

Plan NameCOMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN
Plan identification number 002

COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COMMUNITY COUNCIL OF NASHUA, NH has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY COUNCIL OF NASHUA, NH
Employer identification number (EIN):020222121
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CYNTHIA WHITAKER2024-10-01
0022022-01-01CYNTHIA WHITAKER2023-10-09
0022021-01-01CYNTHIA WHITAKER2022-09-21
0022020-01-01CYNTHIA WHITAKER2021-08-02
0022019-01-01BETTEJEAN NEVEUX2020-10-06
0022018-01-01BETTEJEAN NEVEUX2019-07-30
0022017-01-01
0022016-01-01BETTEJEAN NEVEUX
0022015-01-01JANIS BELMONTE
0022014-01-01MICHAEL DIMARCO
0022013-01-01CATHERINE RT BOWLER
0022012-01-01CATHERINE R T BOWLER CATHERINE R T BOWLER2013-07-30
0022011-01-01CATHERINE BOWLER
0022010-01-01CATHERINE BOWLER
0022009-01-01CATHERINE R T BOWLER

Plan Statistics for COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN

401k plan membership statisitcs for COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN

Measure Date Value
2023: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01332
Total number of active participants reported on line 7a of the Form 55002023-01-01268
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0168
Total of all active and inactive participants2023-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01337
Number of participants with account balances2023-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0110
2022: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01295
Total number of active participants reported on line 7a of the Form 55002022-01-01283
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0148
Total of all active and inactive participants2022-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01332
Number of participants with account balances2022-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01285
Total number of active participants reported on line 7a of the Form 55002021-01-01241
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0153
Total of all active and inactive participants2021-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01295
Number of participants with account balances2021-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01260
Total number of active participants reported on line 7a of the Form 55002020-01-01230
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0153
Total of all active and inactive participants2020-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01285
Number of participants with account balances2020-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01242
Total number of active participants reported on line 7a of the Form 55002019-01-01214
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01260
Number of participants with account balances2019-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01237
Total number of active participants reported on line 7a of the Form 55002018-01-01192
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0148
Total of all active and inactive participants2018-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01242
Number of participants with account balances2018-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01231
Total number of active participants reported on line 7a of the Form 55002017-01-01188
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01237
Number of participants with account balances2017-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01241
Total number of active participants reported on line 7a of the Form 55002016-01-01203
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01231
Number of participants with account balances2016-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01244
Total number of active participants reported on line 7a of the Form 55002015-01-01205
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01241
Number of participants with account balances2015-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01223
Total number of active participants reported on line 7a of the Form 55002014-01-01202
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01244
Number of participants with account balances2014-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01227
Total number of active participants reported on line 7a of the Form 55002013-01-01202
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01223
Number of participants with account balances2013-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01142
Total number of active participants reported on line 7a of the Form 55002012-01-01206
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01227
Number of participants with account balances2012-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01134
Total number of active participants reported on line 7a of the Form 55002011-01-01122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01142
Number of participants with account balances2011-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01185
Total number of active participants reported on line 7a of the Form 55002010-01-01113
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01134
Number of participants with account balances2010-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01192
Total number of active participants reported on line 7a of the Form 55002009-01-01164
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01185
Number of participants with account balances2009-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN

Measure Date Value
2023 : COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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$4,547
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$2,237,171
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,282,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,233,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,112,834
Value of total assets at end of year2023-12-31$8,262,499
Value of total assets at beginning of year2023-12-31$7,302,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$48,613
Total interest from all sources2023-12-31$25,339
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
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$695,348
Participant contributions at end of year2023-12-31$46,555
Participant contributions at beginning of year2023-12-31$34,495
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$46,090
Total non interest bearing cash at end of year2023-12-31$3,946
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$955,040
Value of net assets at end of year (total assets less liabilities)2023-12-31$8,257,952
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$7,302,912
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
Investment advisory and management fees2023-12-31$7,558
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,452,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$6,406,151
Interest on participant loans2023-12-31$2,063
Interest earned on other investments2023-12-31$23,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$759,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$862,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,098,998
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 contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$371,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,233,518
Contract administrator fees2023-12-31$41,055
Liabilities. Value of benefit claims payable at end of year2023-12-31$4,547
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 name2023-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2023-12-31010523282
2022 : COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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$0
Total income from all sources (including contributions)2022-12-31$-242,546
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$458,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$409,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$995,648
Value of total assets at end of year2022-12-31$7,302,912
Value of total assets at beginning of year2022-12-31$8,003,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$48,345
Total interest from all sources2022-12-31$20,567
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$204,973
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$204,973
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$634,920
Participant contributions at end of year2022-12-31$34,495
Participant contributions at beginning of year2022-12-31$21,964
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$23,176
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-700,854
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,302,912
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,003,766
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$6,406,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,122,956
Interest on participant loans2022-12-31$1,270
Interest earned on other investments2022-12-31$19,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$862,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$858,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,463,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$337,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$409,963
Contract administrator fees2022-12-31$48,345
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 name2022-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2022-12-31010523282
2021 : COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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$1,836,993
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$723,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$667,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$866,421
Value of total assets at end of year2021-12-31$8,003,766
Value of total assets at beginning of year2021-12-31$6,890,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,184
Total interest from all sources2021-12-31$19,313
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$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$563,824
Participant contributions at end of year2021-12-31$21,964
Participant contributions at beginning of year2021-12-31$6,607
Total non interest bearing cash at end of year2021-12-31$1
Total non interest bearing cash at beginning of year2021-12-31$-16
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$1,113,010
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,003,766
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,890,756
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$7,122,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,031,255
Interest on participant loans2021-12-31$569
Interest earned on other investments2021-12-31$18,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$858,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$852,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$951,259
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$302,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$667,799
Contract administrator fees2021-12-31$56,184
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 name2021-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2021-12-31010523282
2020 : COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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$1,904,890
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$675,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$626,155
Value of total corrective distributions2020-12-31$1,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,095,573
Value of total assets at end of year2020-12-31$6,890,756
Value of total assets at beginning of year2020-12-31$5,661,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,235
Total interest from all sources2020-12-31$21,529
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$489,838
Participant contributions at end of year2020-12-31$6,607
Participant contributions at beginning of year2020-12-31$2,177
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$311,995
Total non interest bearing cash at end of year2020-12-31$-16
Total non interest bearing cash at beginning of year2020-12-31$6
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$1,229,556
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,890,756
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,661,200
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$6,031,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,760,154
Interest on participant loans2020-12-31$145
Interest earned on other investments2020-12-31$21,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$852,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$898,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$787,788
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$293,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$626,155
Contract administrator fees2020-12-31$47,235
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2020-12-31010523282
2019 : COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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$1,523,309
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$354,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$312,504
Value of total corrective distributions2019-12-31$803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$664,974
Value of total assets at end of year2019-12-31$5,661,200
Value of total assets at beginning of year2019-12-31$4,492,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,913
Total interest from all sources2019-12-31$22,963
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$386,022
Participant contributions at end of year2019-12-31$2,177
Participant contributions at beginning of year2019-12-31$9,987
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$90,548
Total non interest bearing cash at end of year2019-12-31$6
Total non interest bearing cash at beginning of year2019-12-31$6
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$1,169,089
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,661,200
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,492,111
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$4,760,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,500,680
Interest on participant loans2019-12-31$198
Interest earned on other investments2019-12-31$22,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$898,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$981,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$835,372
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$188,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$312,504
Contract administrator fees2019-12-31$40,913
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 name2019-12-31BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN2019-12-31010523282
2018 : COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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$287,947
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$457,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$418,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$458,125
Value of total assets at end of year2018-12-31$4,492,111
Value of total assets at beginning of year2018-12-31$4,661,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,253
Total interest from all sources2018-12-31$22,056
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$334,351
Participant contributions at end of year2018-12-31$9,987
Participant contributions at beginning of year2018-12-31$12,045
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,724
Total non interest bearing cash at end of year2018-12-31$6
Total non interest bearing cash at beginning of year2018-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-169,455
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,492,111
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,661,566
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$3,500,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,790,689
Interest on participant loans2018-12-31$499
Interest earned on other investments2018-12-31$21,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$981,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$858,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-192,234
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$117,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$418,149
Contract administrator fees2018-12-31$39,253
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 name2018-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2018-12-31010523282
2017 : COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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$885,919
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$935,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$925,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$366,084
Value of total assets at end of year2017-12-31$4,661,566
Value of total assets at beginning of year2017-12-31$4,711,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,593
Total interest from all sources2017-12-31$25,953
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$247,813
Participant contributions at end of year2017-12-31$12,045
Participant contributions at beginning of year2017-12-31$21,661
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$72,438
Total non interest bearing cash at end of year2017-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-49,467
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,661,566
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,711,033
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$3,790,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,612,237
Interest on participant loans2017-12-31$567
Interest earned on other investments2017-12-31$25,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$858,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,077,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$493,882
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$45,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$925,793
Contract administrator fees2017-12-31$9,593
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 name2017-12-31BERRY, DUNN, MCNEIL, AND PARKER LLC
Accountancy firm EIN2017-12-31010523282
2016 : COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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$570,330
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,048,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,048,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$347,458
Value of total assets at end of year2016-12-31$4,711,033
Value of total assets at beginning of year2016-12-31$5,189,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$169
Total interest from all sources2016-12-31$44,798
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$180,518
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$180,518
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$212,510
Participant contributions at end of year2016-12-31$21,661
Participant contributions at beginning of year2016-12-31$34,901
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$134,948
Other income not declared elsewhere2016-12-31$799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-478,101
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,711,033
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,189,134
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$3,612,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,391,391
Interest on participant loans2016-12-31$1,264
Interest earned on other investments2016-12-31$43,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,077,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,762,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-3,243
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,048,262
Contract administrator fees2016-12-31$169
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 name2016-12-31BERRY, DUNN, MCNEIL, AND PARKER LLC
Accountancy firm EIN2016-12-31010523282
2015 : COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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$321,488
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,090,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,094,315
Expenses. Certain deemed distributions of participant loans2015-12-31$-3,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$269,208
Value of total assets at end of year2015-12-31$5,189,134
Value of total assets at beginning of year2015-12-31$5,958,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$231
Total interest from all sources2015-12-31$52,751
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$331,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$331,850
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$263,271
Participant contributions at end of year2015-12-31$34,901
Participant contributions at beginning of year2015-12-31$12,808
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-769,279
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,189,134
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,958,413
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$3,391,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,248,892
Interest on participant loans2015-12-31$661
Interest earned on other investments2015-12-31$52,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,762,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,696,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-332,321
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,094,315
Contract administrator fees2015-12-31$231
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 name2015-12-31BOIVIN & ASSOCIATES
Accountancy firm EIN2015-12-31271516157
2014 : COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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$0
Total income from all sources (including contributions)2014-12-31$618,281
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$391,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$382,191
Expenses. Certain deemed distributions of participant loans2014-12-31$7,652
Value of total corrective distributions2014-12-31$1,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$328,462
Value of total assets at end of year2014-12-31$5,958,413
Value of total assets at beginning of year2014-12-31$5,732,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$231
Total interest from all sources2014-12-31$50,387
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$397,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$397,270
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$286,449
Participant contributions at end of year2014-12-31$12,808
Participant contributions at beginning of year2014-12-31$26,045
Other income not declared elsewhere2014-12-31$56
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$226,343
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,958,413
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,732,070
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$4,248,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,171,401
Interest on participant loans2014-12-31$681
Interest earned on other investments2014-12-31$49,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,696,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,534,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-157,894
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$42,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$382,191
Contract administrator fees2014-12-31$231
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 name2014-12-31BOIVIN & ASSOCIATES
Accountancy firm EIN2014-12-31271516157
2013 : COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,185,850
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$448,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$432,283
Expenses. Certain deemed distributions of participant loans2013-12-31$15,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$494,110
Value of total assets at end of year2013-12-31$5,732,070
Value of total assets at beginning of year2013-12-31$4,994,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$319
Total interest from all sources2013-12-31$45,993
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$200,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$200,780
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$303,927
Participant contributions at end of year2013-12-31$26,045
Participant contributions at beginning of year2013-12-31$27,654
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$41,776
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$737,527
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,732,070
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,994,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,171,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,711,950
Interest on participant loans2013-12-31$1,256
Interest earned on other investments2013-12-31$44,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,534,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,254,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$444,967
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$148,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$432,283
Contract administrator fees2013-12-31$319
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 name2013-12-31BOIVIN & ASSOCIATES
Accountancy firm EIN2013-12-31271516157
2012 : COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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$227,652
Total income from all sources (including contributions)2012-12-31$993,858
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,173,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,171,711
Value of total corrective distributions2012-12-31$1,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$449,154
Value of total assets at end of year2012-12-31$4,994,543
Value of total assets at beginning of year2012-12-31$5,401,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$256
Total interest from all sources2012-12-31$44,998
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$70,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$70,926
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$304,221
Participant contributions at end of year2012-12-31$27,654
Participant contributions at beginning of year2012-12-31$40,544
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,555
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$227,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$227,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-179,514
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,994,543
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,174,057
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$3,711,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,679,568
Interest on participant loans2012-12-31$1,318
Interest earned on other investments2012-12-31$43,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,254,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,450,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$428,780
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$141,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,171,711
Contract administrator fees2012-12-31$256
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 name2012-12-31BOIVIN & ASSOCIATES
Accountancy firm EIN2012-12-31271516157
2011 : COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$227,652
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,882
Total income from all sources (including contributions)2011-12-31$386,311
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$681,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$681,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$453,443
Value of total assets at end of year2011-12-31$5,401,709
Value of total assets at beginning of year2011-12-31$5,475,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$256
Total interest from all sources2011-12-31$44,085
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$73,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$73,508
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$289,141
Participant contributions at end of year2011-12-31$40,544
Participant contributions at beginning of year2011-12-31$38,303
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$37,142
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$227,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$5,881
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$227,652
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$5,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-295,543
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,174,057
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,469,600
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$3,679,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,995,402
Interest on participant loans2011-12-31$1,490
Interest earned on other investments2011-12-31$42,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$20,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$20,207
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,450,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,415,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-184,725
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$127,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$681,598
Contract administrator fees2011-12-31$256
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31BOIVIN & ASSOCIATES CPAS, PLLC
Accountancy firm EIN2011-12-31271516157
2010 : COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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$5,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,983
Total income from all sources (including contributions)2010-12-31$971,378
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,236,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,236,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$405,756
Value of total assets at end of year2010-12-31$5,475,482
Value of total assets at beginning of year2010-12-31$5,742,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$125
Total interest from all sources2010-12-31$43,562
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$114,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$114,876
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$292,337
Participant contributions at end of year2010-12-31$38,303
Participant contributions at beginning of year2010-12-31$11,138
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,212
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$5,881
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$7,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$5,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$7,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-265,291
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,469,600
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,734,891
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$3,995,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,710,718
Interest on participant loans2010-12-31$1,052
Interest earned on other investments2010-12-31$42,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$20,207
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,415,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,009,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$407,184
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$112,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,236,544
Contract administrator fees2010-12-31$125
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 name2010-12-31BOIVIN & ASSOCIATES CPAS, PLLC
Accountancy firm EIN2010-12-31271516157
2009 : COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN

2023: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
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: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COMMUNITY COUNCIL OF NASHUA, NH EMPLOYER SPONSORED 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811475
Policy instance 1
Insurance contract or identification number811475
Number of Individuals Covered337
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811475
Policy instance 1
Insurance contract or identification number811475
Number of Individuals Covered332
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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 number811475
Policy instance 1
Insurance contract or identification number811475
Number of Individuals Covered295
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811475
Policy instance 1
Insurance contract or identification number811475
Number of Individuals Covered285
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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 number811475
Policy instance 1
Insurance contract or identification number811475
Number of Individuals Covered260
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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 number811475
Policy instance 1
Insurance contract or identification number811475
Number of Individuals Covered242
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55314
Policy instance 1
Insurance contract or identification numberGP55314
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-07-07
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?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811475
Policy instance 2
Insurance contract or identification number811475
Number of Individuals Covered237
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55314
Policy instance 1
Insurance contract or identification numberGP55314
Number of Individuals Covered117
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,386
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 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 $4,386
Insurance broker organization code?4
Insurance broker nameDONALD M. ROY JR.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55314
Policy instance 1
Insurance contract or identification numberGP55314
Number of Individuals Covered122
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,188
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 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 $4,188
Insurance broker organization code?4
Insurance broker nameDONALD M. ROY JR.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55314
Policy instance 1
Insurance contract or identification numberGP55314
Number of Individuals Covered121
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,756
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 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 $3,756
Insurance broker organization code?4
Insurance broker nameDONALD M. ROY JR.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR28848
Policy instance 1
Insurance contract or identification numberCR28848
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9
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 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 $9
Insurance broker organization code?4
Insurance broker nameSECURITIES AMERICA INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55314
Policy instance 2
Insurance contract or identification numberGP55314
Number of Individuals Covered125
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,691
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 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 $3,691
Insurance broker organization code?4
Insurance broker nameDONALD M. ROY JR.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55314
Policy instance 1
Insurance contract or identification numberGP55314
Number of Individuals Covered120
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,585
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 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 numberCR28848
Policy instance 2
Insurance contract or identification numberCR28848
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $31
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 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 numberCR28848
Policy instance 2
Insurance contract or identification numberCR28848
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $30
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 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 $30
Insurance broker organization code?4
Insurance broker nameSECURITIES AMERICA INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55314
Policy instance 1
Insurance contract or identification numberGP55314
Number of Individuals Covered109
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,604
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 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 $3,604
Insurance broker organization code?4
Insurance broker nameDONALD M. ROY JR.

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