401k Plan data: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN plan

ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN
Plan identification number	004

ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ASSOCIATES OF CAPE COD, INC. has sponsored the creation of one or more 401k plans.

Company Name: ASSOCIATES OF CAPE COD, INC.

Employer identification number (EIN): 042541505

NAIC Classification: 325410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 LYNN MARBLE
004 2016-01-01 LAURA JOHNSON
004 2015-01-01 LAURA JOHNSON
004 2014-01-01 LAURA JOHNSON
004 2013-01-01 LAURA JOHNSON
004 2012-01-01 MARILYN MCALLISTER
004 2011-01-01 MARILYN MCALLISTER
004 2009-01-01 FRANK KELLER FRANK KELLER 2010-09-16

Plan Statistics for ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 223
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 69
Total of all active and inactive participants 2022-01-01 292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 292
Number of participants with account balances 2022-01-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 200
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 57
Total of all active and inactive participants 2021-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 257
Number of participants with account balances 2021-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 203
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 51
Total of all active and inactive participants 2020-01-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 255
Number of participants with account balances 2020-01-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 198
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 49
Total of all active and inactive participants 2019-01-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 251
Number of participants with account balances 2019-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 198
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 46
Total of all active and inactive participants 2018-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 246
Number of participants with account balances 2018-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 172
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 42
Total of all active and inactive participants 2017-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 214
Number of participants with account balances 2017-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2016: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 149
Number of other retired or separated participants entitled to future benefits 2016-01-01 45
Total of all active and inactive participants 2016-01-01 194
Total participants 2016-01-01 194
Number of participants with account balances 2016-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 138
Number of other retired or separated participants entitled to future benefits 2015-01-01 39
Total of all active and inactive participants 2015-01-01 177
Total participants 2015-01-01 177
Number of participants with account balances 2015-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 142
Number of other retired or separated participants entitled to future benefits 2014-01-01 34
Total of all active and inactive participants 2014-01-01 176
Total participants 2014-01-01 176
Number of participants with account balances 2014-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 136
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 34
Total of all active and inactive participants 2013-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 170
Number of participants with account balances 2013-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 132
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 32
Total of all active and inactive participants 2012-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 164
Number of participants with account balances 2012-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 124
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 40
Total of all active and inactive participants 2011-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 164
Number of participants with account balances 2011-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2009: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 129
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 30
Total of all active and inactive participants 2009-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 159
Number of participants with account balances 2009-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2022: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	223
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	69
Total of all active and inactive participants	2022-01-01	292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	292
Number of participants with account balances	2022-01-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	200
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	57
Total of all active and inactive participants	2021-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	257
Number of participants with account balances	2021-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	203
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	51
Total of all active and inactive participants	2020-01-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	255
Number of participants with account balances	2020-01-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	198
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	49
Total of all active and inactive participants	2019-01-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	251
Number of participants with account balances	2019-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	198
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	46
Total of all active and inactive participants	2018-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	246
Number of participants with account balances	2018-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	172
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	42
Total of all active and inactive participants	2017-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	214
Number of participants with account balances	2017-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2016: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	149
Number of other retired or separated participants entitled to future benefits	2016-01-01	45
Total of all active and inactive participants	2016-01-01	194
Total participants	2016-01-01	194
Number of participants with account balances	2016-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	138
Number of other retired or separated participants entitled to future benefits	2015-01-01	39
Total of all active and inactive participants	2015-01-01	177
Total participants	2015-01-01	177
Number of participants with account balances	2015-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	142
Number of other retired or separated participants entitled to future benefits	2014-01-01	34
Total of all active and inactive participants	2014-01-01	176
Total participants	2014-01-01	176
Number of participants with account balances	2014-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	136
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	34
Total of all active and inactive participants	2013-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	170
Number of participants with account balances	2013-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	132
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	32
Total of all active and inactive participants	2012-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	164
Number of participants with account balances	2012-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	124
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	40
Total of all active and inactive participants	2011-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	164
Number of participants with account balances	2011-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2009: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	129
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	30
Total of all active and inactive participants	2009-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	159
Number of participants with account balances	2009-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-1,791,886
Total of all expenses incurred	2022-12-31	$2,176,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,101,893
Expenses. Certain deemed distributions of participant loans	2022-12-31	$3,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,432,206
Value of total assets at end of year	2022-12-31	$23,298,898
Value of total assets at beginning of year	2022-12-31	$27,267,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$71,429
Total interest from all sources	2022-12-31	$23,480
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$406,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$406,278
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,392,228
Participant contributions at end of year	2022-12-31	$317,185
Participant contributions at beginning of year	2022-12-31	$304,547
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$200,738
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$966
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$304
Administrative expenses (other) incurred	2022-12-31	$23,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,968,778
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$23,298,898
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$27,267,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$47,879
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$21,677,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$26,125,172
Interest on participant loans	2022-12-31	$13,908
Interest earned on other investments	2022-12-31	$9,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,302,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$837,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,653,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$839,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,101,893
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BDO USA, P.A.
Accountancy firm EIN	2022-12-31	135381590
2021 : ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$5,525,832
Total of all expenses incurred	2021-12-31	$1,164,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,080,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,133,850
Value of total assets at end of year	2021-12-31	$27,267,676
Value of total assets at beginning of year	2021-12-31	$22,906,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$84,522
Total interest from all sources	2021-12-31	$33,037
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$348,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$348,179
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,253,622
Participant contributions at end of year	2021-12-31	$304,547
Participant contributions at beginning of year	2021-12-31	$329,791
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$82,360
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$304
Administrative expenses (other) incurred	2021-12-31	$48,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,361,202
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$27,267,676
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$22,906,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$36,453
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$26,125,172
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$20,841,092
Interest on participant loans	2021-12-31	$18,947
Interest earned on other investments	2021-12-31	$14,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$837,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,735,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$736,477
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,274,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$797,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,080,108
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BDO USA, LLP
Accountancy firm EIN	2021-12-31	135381590
2020 : ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,529,803
Total of all expenses incurred	2020-12-31	$930,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$918,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,834,324
Value of total assets at end of year	2020-12-31	$22,906,474
Value of total assets at beginning of year	2020-12-31	$19,306,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$12,012
Total interest from all sources	2020-12-31	$43,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,068,533
Participant contributions at end of year	2020-12-31	$329,791
Participant contributions at beginning of year	2020-12-31	$390,981
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$45,031
Administrative expenses (other) incurred	2020-12-31	$3,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,599,684
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$22,906,474
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,306,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$8,860
Value of interest in pooled separate accounts at end of year	2020-12-31	$20,841,092
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$17,452,082
Interest on participant loans	2020-12-31	$18,659
Interest earned on other investments	2020-12-31	$24,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,735,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,463,727
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,652,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$720,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$918,107
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BDO USA, LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$4,796,583
Total of all expenses incurred	2019-12-31	$1,514,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,511,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,574,518
Value of total assets at end of year	2019-12-31	$19,306,790
Value of total assets at beginning of year	2019-12-31	$16,024,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,950
Total interest from all sources	2019-12-31	$44,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$945,386
Participant contributions at end of year	2019-12-31	$390,981
Participant contributions at beginning of year	2019-12-31	$317,789
Administrative expenses (other) incurred	2019-12-31	$2,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,282,062
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,306,790
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,024,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$17,452,082
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$13,875,454
Interest on participant loans	2019-12-31	$20,338
Interest earned on other investments	2019-12-31	$24,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,463,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,831,485
Net investment gain/loss from pooled separate accounts	2019-12-31	$3,177,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$629,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,511,571
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm EIN	2019-12-31	135381590
2018 : ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$574,142
Total of all expenses incurred	2018-12-31	$647,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$645,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,498,955
Value of total assets at end of year	2018-12-31	$16,024,728
Value of total assets at beginning of year	2018-12-31	$16,098,052
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,140
Total interest from all sources	2018-12-31	$31,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$856,134
Participant contributions at end of year	2018-12-31	$317,789
Participant contributions at beginning of year	2018-12-31	$227,123
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$62,042
Administrative expenses (other) incurred	2018-12-31	$2,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-73,324
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$16,024,728
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$16,098,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$13,875,454
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$14,595,230
Income. Interest from loans (other than to participants)	2018-12-31	$12,081
Interest earned on other investments	2018-12-31	$19,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,831,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,275,699
Net investment gain/loss from pooled separate accounts	2018-12-31	$-955,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$580,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$645,326
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BDO USA, LLP
Accountancy firm EIN	2018-12-31	135381590
2017 : ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,345,415
Total of all expenses incurred	2017-12-31	$730,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$716,058
Expenses. Certain deemed distributions of participant loans	2017-12-31	$10,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,294,137
Value of total assets at end of year	2017-12-31	$16,098,052
Value of total assets at beginning of year	2017-12-31	$13,482,919
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,350
Total interest from all sources	2017-12-31	$28,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$778,684
Participant contributions at end of year	2017-12-31	$227,123
Participant contributions at beginning of year	2017-12-31	$278,767
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,390
Administrative expenses (other) incurred	2017-12-31	$3,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,615,133
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$16,098,052
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,482,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$14,595,230
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$11,734,410
Interest on participant loans	2017-12-31	$11,161
Interest earned on other investments	2017-12-31	$17,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,275,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,469,742
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,022,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$513,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$716,058
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BDO USA, LLP
Accountancy firm EIN	2017-12-31	135381590
2016 : ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,423,101
Total of all expenses incurred	2016-12-31	$1,351,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,345,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,482,688
Value of total assets at end of year	2016-12-31	$13,482,919
Value of total assets at beginning of year	2016-12-31	$12,411,647
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,008
Total interest from all sources	2016-12-31	$9,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$714,965
Participant contributions at end of year	2016-12-31	$278,767
Participant contributions at beginning of year	2016-12-31	$215,420
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$299,935
Other income not declared elsewhere	2016-12-31	$19,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,071,272
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,482,919
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$12,411,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$11,734,410
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$10,882,443
Interest on participant loans	2016-12-31	$9,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,469,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,313,784
Net investment gain/loss from pooled separate accounts	2016-12-31	$911,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$467,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,345,821
Contract administrator fees	2016-12-31	$6,008
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BDO USA, LLP
Accountancy firm EIN	2016-12-31	135381590
2015 : ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,323,998
Total of all expenses incurred	2015-12-31	$1,096,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,076,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,370,582
Value of total assets at end of year	2015-12-31	$12,411,647
Value of total assets at beginning of year	2015-12-31	$12,184,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$20,304
Total interest from all sources	2015-12-31	$8,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$2,250
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$690,808
Participant contributions at end of year	2015-12-31	$215,420
Participant contributions at beginning of year	2015-12-31	$206,655
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$233,181
Other income not declared elsewhere	2015-12-31	$19,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$227,329
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,411,647
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$12,184,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$18,054
Value of interest in pooled separate accounts at end of year	2015-12-31	$10,882,443
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$10,777,044
Interest on participant loans	2015-12-31	$8,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,313,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,200,619
Net investment gain/loss from pooled separate accounts	2015-12-31	$-74,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$446,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,076,365
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BDO USA, LLP
Accountancy firm EIN	2015-12-31	135381590
2014 : ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,728,728
Total of all expenses incurred	2014-12-31	$565,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$545,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,275,265
Value of total assets at end of year	2014-12-31	$12,184,318
Value of total assets at beginning of year	2014-12-31	$11,021,036
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$19,666
Total interest from all sources	2014-12-31	$10,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$2,700
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$701,023
Participant contributions at end of year	2014-12-31	$206,655
Participant contributions at beginning of year	2014-12-31	$203,719
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$115,099
Other income not declared elsewhere	2014-12-31	$19,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,163,282
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$12,184,318
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,021,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$16,966
Value of interest in pooled separate accounts at end of year	2014-12-31	$10,777,044
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$9,537,297
Interest on participant loans	2014-12-31	$10,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,200,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,280,020
Net investment gain/loss from pooled separate accounts	2014-12-31	$423,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$459,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$545,780
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2014-12-31	042684828
2013 : ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$2,592,651
Total of all expenses incurred	2013-12-31	$613,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$596,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,046,463
Value of total assets at end of year	2013-12-31	$11,021,036
Value of total assets at beginning of year	2013-12-31	$9,042,282
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$16,992
Total interest from all sources	2013-12-31	$8,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$2,150
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$643,326
Participant contributions at end of year	2013-12-31	$203,719
Participant contributions at beginning of year	2013-12-31	$190,824
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,478
Other income not declared elsewhere	2013-12-31	$19,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,978,754
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,021,036
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,042,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$14,842
Value of interest in pooled separate accounts at end of year	2013-12-31	$9,537,297
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$7,720,297
Interest on participant loans	2013-12-31	$8,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,280,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,131,161
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,518,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$400,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$596,905
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FEELEY & DRISCOLL, P. C.
Accountancy firm EIN	2013-12-31	042684828
2012 : ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,049,464
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,119,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,102,311
Expenses. Certain deemed distributions of participant loans	2012-12-31	$1,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,125,332
Value of total assets at end of year	2012-12-31	$9,042,282
Value of total assets at beginning of year	2012-12-31	$8,112,158
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$15,645
Total interest from all sources	2012-12-31	$6,410
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$2,982
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$613,250
Participant contributions at end of year	2012-12-31	$190,824
Participant contributions at beginning of year	2012-12-31	$145,814
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$126,613
Other income not declared elsewhere	2012-12-31	$22,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$930,124
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,042,282
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,112,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$12,663
Value of interest in pooled separate accounts at end of year	2012-12-31	$7,720,297
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$6,954,349
Interest on participant loans	2012-12-31	$6,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,131,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,011,995
Net investment gain/loss from pooled separate accounts	2012-12-31	$895,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$385,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,102,311
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2012-12-31	042684828
2011 : ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$676,900
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$393,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$379,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$967,300
Value of total assets at end of year	2011-12-31	$8,112,158
Value of total assets at beginning of year	2011-12-31	$7,828,537
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$13,579
Total interest from all sources	2011-12-31	$4,443
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$1,637
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$578,619
Participant contributions at end of year	2011-12-31	$145,814
Participant contributions at beginning of year	2011-12-31	$106,732
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$26,479
Other income not declared elsewhere	2011-12-31	$20,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$283,621
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$8,112,158
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,828,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$11,942
Value of interest in pooled separate accounts at end of year	2011-12-31	$6,954,349
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$7,076,838
Interest on participant loans	2011-12-31	$4,443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,011,995
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$644,967
Net investment gain/loss from pooled separate accounts	2011-12-31	$-315,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$362,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$379,700
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2011-12-31	042684828
2010 : ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$31,536
Total income from all sources (including contributions)	2010-12-31	$1,817,777
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$183,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$164,627
Expenses. Certain deemed distributions of participant loans	2010-12-31	$5,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$912,370
Value of total assets at end of year	2010-12-31	$7,828,537
Value of total assets at beginning of year	2010-12-31	$6,225,541
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$13,160
Total interest from all sources	2010-12-31	$16,993
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$3,880
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$559,010
Participant contributions at end of year	2010-12-31	$106,732
Participant contributions at beginning of year	2010-12-31	$83,738
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$4
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$31,536
Other income not declared elsewhere	2010-12-31	$17,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,634,532
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,828,537
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,194,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$9,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,553,447
Value of interest in pooled separate accounts at end of year	2010-12-31	$7,076,838
Interest on participant loans	2010-12-31	$2,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$14,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$644,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$588,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$-87,913
Net investment gain/loss from pooled separate accounts	2010-12-31	$959,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$353,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$164,627
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2010-12-31	042684828
2009 : ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN

2022: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600660 517778

Policy instance

Insurance contract or identification number	600660 517778
Number of Individuals Covered	236
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600660 517778

Policy instance

Insurance contract or identification number	600660 517778
Number of Individuals Covered	212
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600660

Policy instance

Insurance contract or identification number	600660
Number of Individuals Covered	203
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $26,623
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,282
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600660

Policy instance

Insurance contract or identification number	600660
Number of Individuals Covered	198
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $43,353
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,677
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600660

Policy instance

Insurance contract or identification number	600660
Number of Individuals Covered	183
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $41,194
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20,597
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600660

Policy instance

Insurance contract or identification number	600660
Number of Individuals Covered	167
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $36,264
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,132
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600660-000

Policy instance

Insurance contract or identification number	600660-000
Number of Individuals Covered	147
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $37,129
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,990
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600660-000

Policy instance

Insurance contract or identification number	600660-000
Number of Individuals Covered	149
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $34,386
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,193
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600660-000

Policy instance

Insurance contract or identification number	600660-000
Number of Individuals Covered	146
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $29,822
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,911
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600660-000

Policy instance

Insurance contract or identification number	600660-000
Number of Individuals Covered	142
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $26,708
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,354
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600660-000

Policy instance

Insurance contract or identification number	600660-000
Number of Individuals Covered	143
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $23,119
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600660-000

Policy instance

Insurance contract or identification number	600660-000
Number of Individuals Covered	136
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $34,891
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $34,891
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G34045

Policy instance

Insurance contract or identification number	G34045
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-01-25
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ASSOCIATES OF CAPE COD, INC.
Employer identification number (EIN):	042541505
NAIC Classification:	325410