Logo

THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 401k Plan overview

Plan NameTHE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B)
Plan identification number 002

THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 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.

401k Sponsoring company profile

PATHLIGHT INC. has sponsored the creation of one or more 401k plans.

Company Name:PATHLIGHT INC.
Employer identification number (EIN):042210685
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022017-07-01
0022016-07-01ANNA DYRKACZ
0022015-07-01ANNA DYRKACZ
0022014-07-01RUTH BANTA RUTH BANTA2016-04-11
0022014-07-01RUTH BANTA RUTH BANTA2016-04-08
0022013-07-01RUTH BANTA RUTH BANTA2015-04-15
0022012-07-01RUTH BANTA RUTH BANTA2014-04-09
0022011-07-01RUTH BANTA RUTH BANTA2013-04-15
0022010-07-01RUTH BANTA RUTH BANTA2012-04-13
0022009-07-01RUTH BANTA

Plan Statistics for THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B)

401k plan membership statisitcs for THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B)

Measure Date Value
2021: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2021 401k membership
Total participants, beginning-of-year2021-07-01538
Total number of active participants reported on line 7a of the Form 55002021-07-01472
Number of retired or separated participants receiving benefits2021-07-019
Number of other retired or separated participants entitled to future benefits2021-07-0143
Total of all active and inactive participants2021-07-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01524
Number of participants with account balances2021-07-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0129
2020: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2020 401k membership
Total participants, beginning-of-year2020-07-01566
Total number of active participants reported on line 7a of the Form 55002020-07-01483
Number of retired or separated participants receiving benefits2020-07-019
Number of other retired or separated participants entitled to future benefits2020-07-0146
Total of all active and inactive participants2020-07-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01538
Number of participants with account balances2020-07-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0131
2019: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2019 401k membership
Total participants, beginning-of-year2019-07-01561
Total number of active participants reported on line 7a of the Form 55002019-07-01515
Number of retired or separated participants receiving benefits2019-07-0112
Number of other retired or separated participants entitled to future benefits2019-07-0138
Total of all active and inactive participants2019-07-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01565
Number of participants with account balances2019-07-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0126
2018: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2018 401k membership
Total participants, beginning-of-year2018-07-01500
Total number of active participants reported on line 7a of the Form 55002018-07-01514
Number of retired or separated participants receiving benefits2018-07-017
Number of other retired or separated participants entitled to future benefits2018-07-0140
Total of all active and inactive participants2018-07-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01561
Number of participants with account balances2018-07-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0127
2017: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2017 401k membership
Total participants, beginning-of-year2017-07-01500
Total number of active participants reported on line 7a of the Form 55002017-07-01456
Number of retired or separated participants receiving benefits2017-07-015
Number of other retired or separated participants entitled to future benefits2017-07-0139
Total of all active and inactive participants2017-07-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01500
Number of participants with account balances2017-07-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0120
2016: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2016 401k membership
Total participants, beginning-of-year2016-07-01520
Total number of active participants reported on line 7a of the Form 55002016-07-01464
Number of retired or separated participants receiving benefits2016-07-014
Number of other retired or separated participants entitled to future benefits2016-07-0132
Total of all active and inactive participants2016-07-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01500
Number of participants with account balances2016-07-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0126
2015: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2015 401k membership
Total participants, beginning-of-year2015-07-01496
Total number of active participants reported on line 7a of the Form 55002015-07-01487
Number of retired or separated participants receiving benefits2015-07-012
Number of other retired or separated participants entitled to future benefits2015-07-0131
Total of all active and inactive participants2015-07-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01520
Number of participants with account balances2015-07-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2014 401k membership
Total participants, beginning-of-year2014-07-01749
Total number of active participants reported on line 7a of the Form 55002014-07-01474
Number of retired or separated participants receiving benefits2014-07-012
Number of other retired or separated participants entitled to future benefits2014-07-0120
Total of all active and inactive participants2014-07-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01496
Number of participants with account balances2014-07-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0129
2013: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2013 401k membership
Total participants, beginning-of-year2013-07-01746
Total number of active participants reported on line 7a of the Form 55002013-07-01733
Number of retired or separated participants receiving benefits2013-07-013
Number of other retired or separated participants entitled to future benefits2013-07-0113
Total of all active and inactive participants2013-07-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01749
Number of participants with account balances2013-07-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0118
2012: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2012 401k membership
Total participants, beginning-of-year2012-07-01694
Total number of active participants reported on line 7a of the Form 55002012-07-01737
Number of retired or separated participants receiving benefits2012-07-012
Number of other retired or separated participants entitled to future benefits2012-07-017
Total of all active and inactive participants2012-07-01746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01746
Number of participants with account balances2012-07-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0149
2011: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2011 401k membership
Total participants, beginning-of-year2011-07-01609
Total number of active participants reported on line 7a of the Form 55002011-07-01685
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-019
Total of all active and inactive participants2011-07-01694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01694
Number of participants with account balances2011-07-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0123
2010: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2010 401k membership
Total participants, beginning-of-year2010-07-01632
Total number of active participants reported on line 7a of the Form 55002010-07-01603
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-016
Total of all active and inactive participants2010-07-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01609
Number of participants with account balances2010-07-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0141
2009: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2009 401k membership
Total participants, beginning-of-year2009-07-01639
Total number of active participants reported on line 7a of the Form 55002009-07-01624
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-018
Total of all active and inactive participants2009-07-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01632
Number of participants with account balances2009-07-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-01119

Financial Data on THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B)

Measure Date Value
2022 : THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-324,341
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,061,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$947,796
Expenses. Certain deemed distributions of participant loans2022-06-30$1,289
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$935,769
Value of total assets at end of year2022-06-30$8,000,473
Value of total assets at beginning of year2022-06-30$9,386,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$112,436
Total interest from all sources2022-06-30$24,060
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$424,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$424,457
Administrative expenses professional fees incurred2022-06-30$14,582
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$376,794
Participant contributions at end of year2022-06-30$55,906
Participant contributions at beginning of year2022-06-30$78,030
Assets. Other investments not covered elsewhere at end of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$29,795
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,385,862
Value of net assets at end of year (total assets less liabilities)2022-06-30$8,000,473
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$9,386,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$92,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$7,432,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$8,855,505
Value of interest in pooled separate accounts at end of year2022-06-30$0
Value of interest in pooled separate accounts at beginning of year2022-06-30$0
Interest on participant loans2022-06-30$2,883
Interest earned on other investments2022-06-30$21,177
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$512,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$452,800
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,708,627
Net investment gain/loss from pooled separate accounts2022-06-30$0
Net investment gain or loss from common/collective trusts2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Assets. Invements in employer securities at end of year2022-06-30$0
Assets. Invements in employer securities at beginning of year2022-06-30$0
Contributions received in cash from employer2022-06-30$529,180
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$947,796
Contract administrator fees2022-06-30$5,309
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30AAFCPA, INC.
Accountancy firm EIN2022-06-30042571789
2021 : THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,747,140
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,091,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,025,937
Expenses. Certain deemed distributions of participant loans2021-06-30$22,186
Value of total corrective distributions2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$671,527
Value of total assets at end of year2021-06-30$9,386,335
Value of total assets at beginning of year2021-06-30$7,731,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$43,803
Total interest from all sources2021-06-30$12,742
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$524,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$524,455
Administrative expenses professional fees incurred2021-06-30$12,228
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$332,740
Participant contributions at end of year2021-06-30$78,030
Participant contributions at beginning of year2021-06-30$148,001
Assets. Other investments not covered elsewhere at end of year2021-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$37,393
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$0
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,655,214
Value of net assets at end of year (total assets less liabilities)2021-06-30$9,386,335
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$7,731,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$26,335
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$8,855,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$7,119,426
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$0
Interest on participant loans2021-06-30$5,408
Interest earned on other investments2021-06-30$7,334
Value of interest in common/collective trusts at end of year2021-06-30$0
Value of interest in common/collective trusts at beginning of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$452,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$463,694
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,538,416
Net investment gain/loss from pooled separate accounts2021-06-30$0
Net investment gain or loss from common/collective trusts2021-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Assets. Invements in employer securities at end of year2021-06-30$0
Assets. Invements in employer securities at beginning of year2021-06-30$0
Contributions received in cash from employer2021-06-30$301,394
Income. Dividends from common stock2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,025,937
Contract administrator fees2021-06-30$5,240
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30AAFCPA
Accountancy firm EIN2021-06-30042571789
2020 : THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$768,822
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$481,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$442,531
Expenses. Certain deemed distributions of participant loans2020-06-30$1,896
Value of total corrective distributions2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$544,016
Value of total assets at end of year2020-06-30$7,731,121
Value of total assets at beginning of year2020-06-30$7,443,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$36,652
Total interest from all sources2020-06-30$16,349
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$389,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$389,536
Administrative expenses professional fees incurred2020-06-30$15,978
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$390,745
Participant contributions at end of year2020-06-30$148,001
Participant contributions at beginning of year2020-06-30$174,616
Assets. Other investments not covered elsewhere at end of year2020-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$1,806
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$0
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$287,743
Value of net assets at end of year (total assets less liabilities)2020-06-30$7,731,121
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$7,443,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$14,681
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$7,119,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$6,801,436
Value of interest in pooled separate accounts at end of year2020-06-30$0
Value of interest in pooled separate accounts at beginning of year2020-06-30$0
Interest on participant loans2020-06-30$8,229
Interest earned on other investments2020-06-30$8,120
Value of interest in common/collective trusts at end of year2020-06-30$0
Value of interest in common/collective trusts at beginning of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$463,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$467,326
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-181,079
Net investment gain/loss from pooled separate accounts2020-06-30$0
Net investment gain or loss from common/collective trusts2020-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Assets. Invements in employer securities at end of year2020-06-30$0
Assets. Invements in employer securities at beginning of year2020-06-30$0
Contributions received in cash from employer2020-06-30$151,465
Income. Dividends from common stock2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$442,531
Contract administrator fees2020-06-30$5,918
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30AAFCPAS
Accountancy firm EIN2020-06-30042571780
2019 : THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,035,631
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,071,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,017,348
Expenses. Certain deemed distributions of participant loans2019-06-30$26,831
Value of total corrective distributions2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$554,250
Value of total assets at end of year2019-06-30$7,443,378
Value of total assets at beginning of year2019-06-30$7,479,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$27,195
Total interest from all sources2019-06-30$17,448
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$498,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$498,173
Administrative expenses professional fees incurred2019-06-30$7,075
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$380,656
Participant contributions at end of year2019-06-30$174,616
Participant contributions at beginning of year2019-06-30$230,442
Assets. Other investments not covered elsewhere at end of year2019-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$32,761
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-35,743
Value of net assets at end of year (total assets less liabilities)2019-06-30$7,443,378
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$7,479,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$14,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$6,801,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,776,177
Value of interest in pooled separate accounts at end of year2019-06-30$0
Value of interest in pooled separate accounts at beginning of year2019-06-30$0
Interest on participant loans2019-06-30$8,004
Interest earned on other investments2019-06-30$9,444
Value of interest in common/collective trusts at end of year2019-06-30$0
Value of interest in common/collective trusts at beginning of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$467,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$472,502
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$-34,240
Net investment gain/loss from pooled separate accounts2019-06-30$0
Net investment gain or loss from common/collective trusts2019-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Assets. Invements in employer securities at end of year2019-06-30$0
Assets. Invements in employer securities at beginning of year2019-06-30$0
Contributions received in cash from employer2019-06-30$140,833
Income. Dividends from common stock2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,017,348
Contract administrator fees2019-06-30$5,078
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30WHITTLESEY, PC
Accountancy firm EIN2019-06-30060903326
2018 : THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,135,236
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$317,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$295,688
Expenses. Certain deemed distributions of participant loans2018-06-30$-2,738
Value of total corrective distributions2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$657,914
Value of total assets at end of year2018-06-30$7,479,121
Value of total assets at beginning of year2018-06-30$6,661,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$24,346
Total interest from all sources2018-06-30$16,402
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$372,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$372,467
Administrative expenses professional fees incurred2018-06-30$4,897
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$359,403
Participant contributions at end of year2018-06-30$230,442
Participant contributions at beginning of year2018-06-30$178,156
Assets. Other investments not covered elsewhere at end of year2018-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$856
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$1,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$817,940
Value of net assets at end of year (total assets less liabilities)2018-06-30$7,479,121
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$6,661,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$13,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$6,776,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,973,852
Value of interest in pooled separate accounts at end of year2018-06-30$0
Value of interest in pooled separate accounts at beginning of year2018-06-30$0
Interest on participant loans2018-06-30$7,818
Interest earned on other investments2018-06-30$8,584
Value of interest in common/collective trusts at end of year2018-06-30$0
Value of interest in common/collective trusts at beginning of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$472,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$509,173
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$88,453
Net investment gain/loss from pooled separate accounts2018-06-30$0
Net investment gain or loss from common/collective trusts2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Assets. Invements in employer securities at end of year2018-06-30$0
Assets. Invements in employer securities at beginning of year2018-06-30$0
Contributions received in cash from employer2018-06-30$297,655
Income. Dividends from common stock2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$295,688
Contract administrator fees2018-06-30$3,811
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30WHITTLESEY PC
Accountancy firm EIN2018-06-30060903326
2017 : THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,467,429
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,459,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,425,152
Expenses. Certain deemed distributions of participant loans2017-06-30$7,024
Value of total corrective distributions2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$659,972
Value of total assets at end of year2017-06-30$6,661,182
Value of total assets at beginning of year2017-06-30$6,653,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$27,118
Total interest from all sources2017-06-30$19,089
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$214,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$214,644
Administrative expenses professional fees incurred2017-06-30$11,000
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$391,824
Participant contributions at end of year2017-06-30$178,156
Participant contributions at beginning of year2017-06-30$179,284
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$8,077
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$8,135
Value of net assets at end of year (total assets less liabilities)2017-06-30$6,661,182
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$6,653,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$12,881
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,973,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,509,178
Value of interest in pooled separate accounts at end of year2017-06-30$0
Value of interest in pooled separate accounts at beginning of year2017-06-30$0
Interest on participant loans2017-06-30$6,074
Interest earned on other investments2017-06-30$13,015
Value of interest in common/collective trusts at end of year2017-06-30$0
Value of interest in common/collective trusts at beginning of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$509,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$964,585
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$573,724
Net investment gain/loss from pooled separate accounts2017-06-30$0
Net investment gain or loss from common/collective trusts2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Assets. Invements in employer securities at end of year2017-06-30$0
Assets. Invements in employer securities at beginning of year2017-06-30$0
Contributions received in cash from employer2017-06-30$260,071
Income. Dividends from common stock2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,425,152
Contract administrator fees2017-06-30$3,222
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30WHITTLESEY P.C.
Accountancy firm EIN2017-06-30060903326
2016 : THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$652,014
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$672,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$643,318
Expenses. Certain deemed distributions of participant loans2016-06-30$3,135
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$729,261
Value of total assets at end of year2016-06-30$6,653,047
Value of total assets at beginning of year2016-06-30$6,673,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$25,719
Total interest from all sources2016-06-30$12,940
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$340,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$340,217
Administrative expenses professional fees incurred2016-06-30$10,131
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$335,195
Participant contributions at end of year2016-06-30$179,284
Participant contributions at beginning of year2016-06-30$117,151
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$79,614
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$0
Other income not declared elsewhere2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-20,158
Value of net assets at end of year (total assets less liabilities)2016-06-30$6,653,047
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$6,673,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$12,618
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,509,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$5,820,411
Value of interest in pooled separate accounts at end of year2016-06-30$0
Value of interest in pooled separate accounts at beginning of year2016-06-30$0
Interest on participant loans2016-06-30$4,037
Interest earned on other investments2016-06-30$8,903
Value of interest in common/collective trusts at end of year2016-06-30$0
Value of interest in common/collective trusts at beginning of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$964,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$735,643
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-430,404
Net investment gain/loss from pooled separate accounts2016-06-30$0
Net investment gain or loss from common/collective trusts2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Assets. Invements in employer securities at end of year2016-06-30$0
Assets. Invements in employer securities at beginning of year2016-06-30$0
Contributions received in cash from employer2016-06-30$314,452
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$643,318
Contract administrator fees2016-06-30$2,970
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30WHITTLESEY & HADLEY P.C.
Accountancy firm EIN2016-06-30060903326
2015 : THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$690,921
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$288,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$261,257
Expenses. Certain deemed distributions of participant loans2015-06-30$71
Value of total corrective distributions2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$527,439
Value of total assets at end of year2015-06-30$6,673,205
Value of total assets at beginning of year2015-06-30$6,271,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$27,499
Total interest from all sources2015-06-30$10,735
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$281,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$281,016
Administrative expenses professional fees incurred2015-06-30$11,055
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$333,475
Participant contributions at end of year2015-06-30$117,151
Participant contributions at beginning of year2015-06-30$103,010
Assets. Other investments not covered elsewhere at end of year2015-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$1,572
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$0
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$402,094
Value of net assets at end of year (total assets less liabilities)2015-06-30$6,673,205
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$6,271,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$12,560
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$5,820,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$5,567,385
Value of interest in pooled separate accounts at end of year2015-06-30$0
Value of interest in pooled separate accounts at beginning of year2015-06-30$0
Interest on participant loans2015-06-30$3,826
Interest earned on other investments2015-06-30$6,909
Value of interest in common/collective trusts at end of year2015-06-30$0
Value of interest in common/collective trusts at beginning of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$735,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$600,716
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-128,269
Net investment gain/loss from pooled separate accounts2015-06-30$0
Net investment gain or loss from common/collective trusts2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Assets. Invements in employer securities at end of year2015-06-30$0
Assets. Invements in employer securities at beginning of year2015-06-30$0
Contributions received in cash from employer2015-06-30$192,392
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$261,257
Contract administrator fees2015-06-30$2,965
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2015-06-30060903326
2014 : THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,358,294
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$333,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$294,694
Expenses. Certain deemed distributions of participant loans2014-06-30$2,246
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$505,274
Value of total assets at end of year2014-06-30$6,271,111
Value of total assets at beginning of year2014-06-30$5,246,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$36,312
Total interest from all sources2014-06-30$9,407
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$159,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$159,704
Administrative expenses professional fees incurred2014-06-30$16,958
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$281,575
Participant contributions at end of year2014-06-30$103,010
Participant contributions at beginning of year2014-06-30$114,822
Assets. Other investments not covered elsewhere at end of year2014-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$2,442
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$1,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,025,042
Value of net assets at end of year (total assets less liabilities)2014-06-30$6,271,111
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,246,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$14,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$5,567,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$4,597,938
Value of interest in pooled separate accounts at end of year2014-06-30$0
Value of interest in pooled separate accounts at beginning of year2014-06-30$0
Interest on participant loans2014-06-30$3,633
Interest earned on other investments2014-06-30$5,774
Value of interest in common/collective trusts at end of year2014-06-30$0
Value of interest in common/collective trusts at beginning of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$600,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$533,309
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$683,909
Net investment gain/loss from pooled separate accounts2014-06-30$0
Net investment gain or loss from common/collective trusts2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Assets. Invements in employer securities at end of year2014-06-30$0
Assets. Invements in employer securities at beginning of year2014-06-30$0
Contributions received in cash from employer2014-06-30$221,257
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$294,694
Contract administrator fees2014-06-30$3,719
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2014-06-30060903326
2013 : THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,156,454
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$970,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$938,694
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$580,207
Value of total assets at end of year2013-06-30$5,246,069
Value of total assets at beginning of year2013-06-30$5,060,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$32,233
Total interest from all sources2013-06-30$8,738
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$111,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$111,837
Administrative expenses professional fees incurred2013-06-30$14,148
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$267,826
Participant contributions at end of year2013-06-30$114,822
Participant contributions at beginning of year2013-06-30$78,713
Assets. Other investments not covered elsewhere at end of year2013-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$113,537
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$185,527
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,246,069
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,060,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$15,385
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$4,597,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$4,499,868
Value of interest in pooled separate accounts at end of year2013-06-30$0
Value of interest in pooled separate accounts at beginning of year2013-06-30$0
Interest on participant loans2013-06-30$2,893
Interest earned on other investments2013-06-30$5,845
Value of interest in common/collective trusts at end of year2013-06-30$0
Value of interest in common/collective trusts at beginning of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$533,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$481,961
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$455,672
Net investment gain/loss from pooled separate accounts2013-06-30$0
Net investment gain or loss from common/collective trusts2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Assets. Invements in employer securities at end of year2013-06-30$0
Assets. Invements in employer securities at beginning of year2013-06-30$0
Contributions received in cash from employer2013-06-30$198,844
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$938,694
Contract administrator fees2013-06-30$2,700
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30LESTER HALPERN, CO. PC
Accountancy firm EIN2013-06-30042653334
2012 : THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$411,181
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$141,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$96,377
Expenses. Certain deemed distributions of participant loans2012-06-30$8,625
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$455,428
Value of total assets at end of year2012-06-30$5,060,542
Value of total assets at beginning of year2012-06-30$4,790,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$36,483
Total interest from all sources2012-06-30$5,915
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$70,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$70,950
Administrative expenses professional fees incurred2012-06-30$18,983
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$273,820
Participant contributions at end of year2012-06-30$78,713
Participant contributions at beginning of year2012-06-30$71,924
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$12,259
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$269,696
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,060,542
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,790,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$14,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$4,499,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$4,718,922
Interest on participant loans2012-06-30$2,621
Interest earned on other investments2012-06-30$3,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$481,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-121,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$169,349
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$96,377
Contract administrator fees2012-06-30$3,047
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30LESTER HALPERN, CO. PC
Accountancy firm EIN2012-06-30042653334
2011 : THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,384,909
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$531,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$517,038
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$571,527
Value of total assets at end of year2011-06-30$4,790,846
Value of total assets at beginning of year2011-06-30$3,937,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$14,499
Total interest from all sources2011-06-30$2,352
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$64,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$64,967
Administrative expenses professional fees incurred2011-06-30$376
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$241,728
Participant contributions at end of year2011-06-30$71,924
Participant contributions at beginning of year2011-06-30$37,006
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$118,464
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$853,372
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,790,846
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,937,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$12,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$4,718,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,900,468
Value of interest in pooled separate accounts at end of year2011-06-30$0
Value of interest in pooled separate accounts at beginning of year2011-06-30$0
Interest on participant loans2011-06-30$2,352
Interest earned on other investments2011-06-30$0
Value of interest in common/collective trusts at end of year2011-06-30$0
Value of interest in common/collective trusts at beginning of year2011-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$746,063
Net investment gain/loss from pooled separate accounts2011-06-30$0
Net investment gain or loss from common/collective trusts2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at end of year2011-06-30$0
Assets. Invements in employer securities at beginning of year2011-06-30$0
Contributions received in cash from employer2011-06-30$211,335
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$517,038
Contract administrator fees2011-06-30$1,425
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30LESTER HALPERN CO PC
Accountancy firm EIN2011-06-30042653334
2010 : THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B)

2021: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedYes
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: THE ASSOCIATION FOR COMMUNITY LIVING, INC. 403(B) 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60182
Policy instance 1
Insurance contract or identification numberMR 60182
Number of Individuals Covered524
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60182
Policy instance 1
Insurance contract or identification numberMR 60182
Number of Individuals Covered538
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60182
Policy instance 1
Insurance contract or identification numberMR 60182
Number of Individuals Covered565
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60182
Policy instance 1
Insurance contract or identification numberMR 60182
Number of Individuals Covered561
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60182
Policy instance 1
Insurance contract or identification numberMR 60182
Number of Individuals Covered500
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60182
Policy instance 1
Insurance contract or identification numberMR 60182
Number of Individuals Covered520
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60182
Policy instance 1
Insurance contract or identification numberMR 60182
Number of Individuals Covered496
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60182
Policy instance 1
Insurance contract or identification numberMR 60182
Number of Individuals Covered749
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60182
Policy instance 1
Insurance contract or identification numberMR 60182
Number of Individuals Covered746
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60182
Policy instance 1
Insurance contract or identification numberMR 60182
Number of Individuals Covered694
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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

Potentially related plans

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

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

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

See full terms and conditions

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